ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 245 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,404 | +12.9% | 119,287 | +9.7% | 0.02% | +5.0% |
| Q1 2024 | $11,873 | +10.9% | 108,755 | +2.1% | 0.02% | 0.0% |
| Q4 2023 | $10,710 | +9.7% | 106,560 | -1.8% | 0.02% | 0.0% |
| Q3 2023 | $9,759 | -8.2% | 108,473 | -4.4% | 0.02% | -9.1% |
| Q2 2023 | $10,628 | -3.5% | 113,501 | -9.6% | 0.02% | -4.3% |
| Q1 2023 | $11,014 | +12.8% | 125,493 | +5.8% | 0.02% | 0.0% |
| Q4 2022 | $9,763 | -99.9% | 118,600 | -2.9% | 0.02% | -4.2% |
| Q3 2022 | $9,267,000 | -4.4% | 122,081 | +1.6% | 0.02% | -4.0% |
| Q2 2022 | $9,698,000 | -16.6% | 120,190 | +0.0% | 0.02% | -7.4% |
| Q1 2022 | $11,635,000 | -10.5% | 120,154 | -1.8% | 0.03% | -6.9% |
| Q4 2021 | $13,006,000 | +13.2% | 122,417 | +2.2% | 0.03% | 0.0% |
| Q3 2021 | $11,490,000 | +2.0% | 119,750 | +1.6% | 0.03% | 0.0% |
| Q2 2021 | $11,266,000 | +10.7% | 117,919 | +1.7% | 0.03% | 0.0% |
| Q1 2021 | $10,180,000 | -12.7% | 115,929 | -18.1% | 0.03% | -17.1% |
| Q4 2020 | $11,661,000 | +9.2% | 141,627 | +95.0% | 0.04% | -2.8% |
| Q3 2020 | $10,681,000 | +14.1% | 72,621 | +3.8% | 0.04% | +2.9% |
| Q2 2020 | $9,361,000 | +30.2% | 69,978 | +6.8% | 0.04% | +6.1% |
| Q1 2020 | $7,189,000 | -9.4% | 65,492 | +10.6% | 0.03% | +10.0% |
| Q4 2019 | $7,937,000 | +14.7% | 59,226 | +5.8% | 0.03% | 0.0% |
| Q3 2019 | $6,917,000 | +5.3% | 55,959 | +3.8% | 0.03% | +3.4% |
| Q2 2019 | $6,570,000 | +15.3% | 53,916 | +11.9% | 0.03% | +11.5% |
| Q1 2019 | $5,696,000 | +47.1% | 48,172 | +28.3% | 0.03% | +23.8% |
| Q4 2018 | $3,873,000 | -9.1% | 37,559 | +5.2% | 0.02% | +5.0% |
| Q3 2018 | $4,260,000 | +4.6% | 35,694 | -1.1% | 0.02% | -4.8% |
| Q2 2018 | $4,072,000 | +4.9% | 36,099 | +3.1% | 0.02% | 0.0% |
| Q1 2018 | $3,881,000 | +7.2% | 35,014 | +7.5% | 0.02% | +5.0% |
| Q4 2017 | $3,619,000 | – | 32,581 | – | 0.02% | – |
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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% |