ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,346 | -3.9% | 2,904 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $272,006 | +17.1% | 2,905 | +9.8% | 0.00% | 0.0% |
| Q1 2023 | $232,239 | +5.4% | 2,646 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $220,288 | +340.6% | 2,676 | +619.4% | 0.00% | +200.0% |
| Q2 2020 | $50,000 | -2.0% | 372 | -19.0% | 0.00% | 0.0% |
| Q1 2020 | $51,000 | +45.7% | 459 | +76.5% | 0.00% | – |
| Q4 2019 | $35,000 | +133.3% | 260 | +108.0% | 0.00% | – |
| Q3 2019 | $15,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2019 | $15,000 | +36.4% | 125 | +22.5% | 0.00% | – |
| Q4 2018 | $11,000 | -8.3% | 102 | 0.0% | 0.00% | – |
| Q3 2018 | $12,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2018 | $12,000 | +9.1% | 102 | 0.0% | 0.00% | – |
| Q1 2018 | $11,000 | +10.0% | 102 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | -9.1% | 102 | -9.7% | 0.00% | – |
| Q1 2017 | $11,000 | – | 113 | – | 0.00% | – |
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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% |