ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,464 | -31.0% | 12,865 | -28.1% | 0.74% | -28.5% |
| Q2 2023 | $1,676,477 | +6.6% | 17,903 | -0.1% | 1.04% | +3.7% |
| Q1 2023 | $1,573,083 | +5.6% | 17,923 | -1.0% | 1.00% | -5.5% |
| Q4 2022 | $1,489,652 | +10.7% | 18,096 | +2.0% | 1.06% | -4.6% |
| Q3 2022 | $1,346,000 | -2.8% | 17,734 | +3.3% | 1.11% | -8.1% |
| Q2 2022 | $1,385,000 | -17.4% | 17,171 | -0.9% | 1.21% | -9.7% |
| Q1 2022 | $1,677,000 | -9.1% | 17,322 | -0.2% | 1.34% | -3.0% |
| Q4 2021 | $1,844,000 | +1.2% | 17,359 | -8.6% | 1.38% | -8.7% |
| Q3 2021 | $1,823,000 | +4.6% | 18,999 | +4.2% | 1.52% | +5.4% |
| Q2 2021 | $1,743,000 | +6.9% | 18,240 | -1.8% | 1.44% | -4.6% |
| Q1 2021 | $1,631,000 | +10.0% | 18,570 | +3.1% | 1.51% | -10.9% |
| Q4 2020 | $1,483,000 | – | 18,007 | – | 1.69% | – |
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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% |