ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $207 | +7.8% | 2,355 | +1.0% | 0.08% | 0.0% |
| Q4 2022 | $192 | -99.9% | 2,332 | +5.4% | 0.08% | +6.2% |
| Q3 2022 | $168,000 | -6.1% | 2,213 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $179,000 | -39.7% | 2,213 | -27.8% | 0.08% | -32.2% |
| Q1 2022 | $297,000 | -7.8% | 3,065 | +1.1% | 0.12% | -3.2% |
| Q4 2021 | $322,000 | +10.7% | 3,032 | 0.0% | 0.12% | +3.3% |
| Q3 2021 | $291,000 | +12.4% | 3,032 | +11.9% | 0.12% | +8.0% |
| Q2 2021 | $259,000 | +12.1% | 2,710 | +2.9% | 0.11% | -11.1% |
| Q1 2021 | $231,000 | – | 2,633 | – | 0.13% | – |
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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% |