ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $701 | +3.1% | 6,235 | +0.1% | 0.34% | +0.3% |
| Q1 2024 | $680 | +4.1% | 6,228 | -4.1% | 0.34% | -7.3% |
| Q4 2023 | $653 | +12.6% | 6,495 | +0.8% | 0.37% | -4.4% |
| Q3 2023 | $580 | -6.5% | 6,443 | -2.7% | 0.38% | -4.2% |
| Q2 2023 | $620 | +6.7% | 6,623 | +0.1% | 0.40% | -0.2% |
| Q1 2023 | $581 | +5.3% | 6,616 | -1.4% | 0.40% | -4.3% |
| Q4 2022 | $552 | -99.9% | 6,707 | -0.8% | 0.42% | +1.9% |
| Q3 2022 | $513,000 | -5.9% | 6,759 | 0.0% | 0.41% | -17.6% |
| Q2 2022 | $545,000 | -16.7% | 6,759 | +23.1% | 0.50% | -5.5% |
| Q1 2022 | $654,000 | +12.2% | 5,490 | +0.1% | 0.53% | +9.1% |
| Q4 2021 | $583,000 | – | 5,484 | – | 0.49% | – |
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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% |