ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,398,860 | +24.7% | 15,547 | +29.8% | 0.02% | -5.6% |
Q2 2023 | $1,121,394 | -33.8% | 11,975 | -37.9% | 0.02% | -37.9% |
Q1 2023 | $1,692,916 | +70.7% | 19,288 | +60.1% | 0.03% | +52.6% |
Q4 2022 | $991,657 | -2.0% | 12,046 | -9.5% | 0.02% | -17.4% |
Q3 2022 | $1,012,000 | -10.4% | 13,316 | -4.9% | 0.02% | -4.2% |
Q2 2022 | $1,129,000 | -20.4% | 14,001 | -4.5% | 0.02% | +26.3% |
Q1 2022 | $1,419,000 | – | 14,657 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Colorado Capital Management, Inc. | 32,891 | $3,281,000 | 2.36% |
Highland Private Wealth Management | 39,355 | $4,697,000 | 1.56% |
TOMPKINS FINANCIAL CORP | 31,827 | $3,799,000 | 0.78% |
C-J Advisory, Inc. | 9,333 | $1,114,000 | 0.75% |
Patriot Wealth Management, Inc. | 46,641 | $5,567,000 | 0.70% |
FundX Investment Group, LLC | 9,342 | $1,115,000 | 0.62% |
MISSION WEALTH MANAGEMENT, LP | 36,725 | $4,383,000 | 0.58% |
GOULD ASSET MANAGEMENT LLC /CA/ | 10,640 | $1,270,000 | 0.51% |
Shepherd Financial Partners LLC | 16,252 | $1,834,000 | 0.41% |
Snowden Capital Advisors LLC | 29,481 | $3,518,938 | 0.40% |