ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,126 | -43.7% | 1,191 | -41.4% | 0.02% | -42.9% |
| Q2 2023 | $190,435 | -29.4% | 2,034 | -33.9% | 0.04% | -33.3% |
| Q1 2023 | $269,915 | +6.8% | 3,075 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $252,625 | +8.4% | 3,069 | +0.1% | 0.06% | -12.5% |
| Q3 2022 | $233,000 | -5.7% | 3,066 | 0.0% | 0.07% | -5.3% |
| Q2 2022 | $247,000 | -24.0% | 3,066 | +0.3% | 0.08% | -14.6% |
| Q4 2021 | $325,000 | -49.8% | 3,056 | -54.7% | 0.09% | -53.4% |
| Q3 2021 | $647,000 | – | 6,742 | – | 0.19% | – |
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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% |