ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $251,000 | -15.5% | 2,592 | -7.4% | 0.11% | -5.8% |
| Q4 2021 | $297,000 | +18.3% | 2,799 | +6.9% | 0.12% | -3.2% |
| Q3 2021 | $251,000 | +5.0% | 2,619 | +4.5% | 0.12% | +2.5% |
| Q2 2021 | $239,000 | -12.8% | 2,506 | -19.8% | 0.12% | -20.4% |
| Q1 2021 | $274,000 | 0.0% | 3,124 | -6.0% | 0.15% | -5.6% |
| Q4 2020 | $274,000 | +13.2% | 3,324 | +102.2% | 0.16% | -3.0% |
| Q3 2020 | $242,000 | -28.2% | 1,644 | -34.8% | 0.17% | -30.3% |
| Q2 2020 | $337,000 | – | 2,521 | – | 0.24% | – |
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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% |