ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 210 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,445 | +11.9% | 2,573 | -0.2% | 0.01% | 0.0% |
| Q1 2024 | $265,779 | -0.9% | 2,578 | -13.1% | 0.01% | -13.3% |
| Q3 2023 | $268,143 | -4.1% | 2,967 | -0.6% | 0.02% | -6.2% |
| Q2 2023 | $279,547 | +18.8% | 2,985 | +4.4% | 0.02% | -23.8% |
| Q4 2020 | $235,385 | +8.3% | 2,859 | +93.6% | 0.02% | +5.0% |
| Q3 2020 | $217,305 | -2.3% | 1,477 | -11.0% | 0.02% | -25.9% |
| Q4 2019 | $222,460 | +3.5% | 1,660 | -4.5% | 0.03% | -10.0% |
| Q3 2019 | $214,914 | +1.1% | 1,739 | -0.3% | 0.03% | -3.2% |
| Q2 2019 | $212,498 | +3.2% | 1,744 | +0.2% | 0.03% | -6.1% |
| Q1 2019 | $205,862 | – | 1,741 | – | 0.03% | – |
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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% |