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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,176 | -3.9% | 2,169 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $203,137 | +6.7% | 2,169 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $190,400 | +113233.3% | 2,169 | +6.4% | 0.01% | -22.2% |
| Q4 2022 | $168 | -99.9% | 2,039 | -12.5% | 0.01% | -18.2% |
| Q3 2022 | $177,000 | -45.4% | 2,331 | -42.0% | 0.01% | -15.4% |
| Q2 2022 | $324,000 | -44.0% | 4,016 | -32.8% | 0.01% | -18.8% |
| Q1 2022 | $579,000 | -7.1% | 5,979 | +2.0% | 0.02% | +14.3% |
| Q4 2021 | $623,000 | +11.4% | 5,862 | +0.7% | 0.01% | -6.7% |
| Q3 2021 | $559,000 | +0.5% | 5,823 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $556,000 | +13.7% | 5,823 | +4.7% | 0.02% | +15.4% |
| Q1 2021 | $489,000 | – | 5,563 | – | 0.01% | – |
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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% |