ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 418 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $995,878 | +6.3% | 11,069 | +10.6% | 0.00% | – |
| Q2 2023 | $937,149 | +26.6% | 10,008 | +18.7% | 0.00% | – |
| Q1 2023 | $740,164 | -7.7% | 8,433 | -13.4% | 0.00% | – |
| Q4 2022 | $801,879 | +25.7% | 9,741 | +15.9% | 0.00% | – |
| Q3 2022 | $638,000 | +0.9% | 8,406 | +7.2% | 0.00% | – |
| Q2 2022 | $632,000 | -3.1% | 7,838 | +16.4% | 0.00% | – |
| Q1 2022 | $652,000 | +1.1% | 6,733 | +11.0% | 0.00% | – |
| Q4 2021 | $645,000 | +21.9% | 6,068 | +10.1% | 0.00% | – |
| Q3 2021 | $529,000 | +0.8% | 5,509 | +0.3% | 0.00% | – |
| Q2 2021 | $525,000 | +9.4% | 5,490 | +0.4% | 0.00% | – |
| Q1 2021 | $480,000 | +6.7% | 5,470 | 0.0% | 0.00% | – |
| Q4 2020 | $450,000 | +11.9% | 5,470 | +100.0% | 0.00% | – |
| Q3 2020 | $402,000 | +1048.6% | 2,735 | +994.0% | 0.00% | – |
| Q2 2020 | $35,000 | – | 250 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 25,435 | $2,825,000 | 2.52% |
| Highland Private Wealth Management | 90,680 | $10,072,000 | 2.02% |
| TOMPKINS FINANCIAL CORP | 31,258 | $3,471,000 | 0.80% |
| Patriot Wealth Management, Inc. | 47,392 | $5,264,000 | 0.75% |
| FundX Investment Group, LLC | 9,722 | $1,080,000 | 0.54% |
| Squar Milner Financial Services LLC | 3,270 | $387,000 | 0.47% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 9,685 | $1,076,000 | 0.47% |
| PEOPLES BANK /OH | 6,966 | $774,000 | 0.44% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,445 | $1,193,000 | 0.34% |
| Accredited Investors Inc. | 10,972 | $1,219,000 | 0.34% |