ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 393 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $383,519 | -6.9% | 3,413 | -9.6% | 0.16% | -14.1% |
| Q1 2024 | $412,117 | +8.6% | 3,775 | 0.0% | 0.18% | -8.4% |
| Q4 2023 | $379,425 | +11.7% | 3,775 | 0.0% | 0.20% | +4.1% |
| Q3 2023 | $339,637 | -3.9% | 3,775 | 0.0% | 0.19% | +2.1% |
| Q2 2023 | $353,491 | +6.7% | 3,775 | 0.0% | 0.19% | -0.5% |
| Q1 2023 | $331,332 | +6.6% | 3,775 | 0.0% | 0.19% | +1.1% |
| Q4 2022 | $310,758 | +8.3% | 3,775 | 0.0% | 0.19% | -11.3% |
| Q3 2022 | $287,000 | – | 3,775 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 30,364 | $3,208,000 | 2.29% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 13,336 | $1,787,000 | 1.76% |
| LFA - Lugano Financial Advisors SA | 15,318 | $2,053,000 | 1.50% |
| Ellevest, Inc. | 39,963 | $5,355,000 | 1.49% |
| VERITY Wealth Advisors | 11,251 | $1,508,000 | 1.45% |
| Consolidated Planning Corp | 9,476 | $1,270,000 | 1.26% |
| C-J Advisory, Inc. | 15,457 | $2,071,000 | 1.23% |
| MISSION WEALTH MANAGEMENT, LP | 86,311 | $11,567,000 | 1.11% |
| TOMPKINS FINANCIAL CORP | 43,228 | $5,793,000 | 1.06% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 7,972 | $1,068,000 | 0.97% |