ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,363 | -7.9% | 12,819 | -4.2% | 0.02% | -8.0% |
| Q2 2023 | $1,252,513 | +11.8% | 13,376 | +4.8% | 0.02% | +4.2% |
| Q1 2023 | $1,120,141 | +5.2% | 12,762 | -1.4% | 0.02% | 0.0% |
| Q4 2022 | $1,065,085 | -2.7% | 12,938 | -10.3% | 0.02% | -11.1% |
| Q3 2022 | $1,095,000 | +54.9% | 14,428 | +64.7% | 0.03% | +58.8% |
| Q2 2022 | $707,000 | -18.5% | 8,760 | -2.1% | 0.02% | -5.6% |
| Q1 2022 | $867,000 | -8.8% | 8,945 | -0.1% | 0.02% | -5.3% |
| Q4 2021 | $951,000 | +218.1% | 8,950 | +187.2% | 0.02% | +171.4% |
| Q3 2021 | $299,000 | -16.0% | 3,116 | -16.3% | 0.01% | -12.5% |
| Q2 2021 | $356,000 | +8.9% | 3,722 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $327,000 | – | 3,719 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 32,891 | $3,281,000 | 2.36% |
| Highland Private Wealth Management | 39,355 | $4,697,000 | 1.56% |
| TOMPKINS FINANCIAL CORP | 31,827 | $3,799,000 | 0.78% |
| C-J Advisory, Inc. | 9,333 | $1,114,000 | 0.75% |
| Patriot Wealth Management, Inc. | 46,641 | $5,567,000 | 0.70% |
| FundX Investment Group, LLC | 9,342 | $1,115,000 | 0.62% |
| MISSION WEALTH MANAGEMENT, LP | 36,725 | $4,383,000 | 0.58% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 10,640 | $1,270,000 | 0.51% |
| Shepherd Financial Partners LLC | 16,252 | $1,834,000 | 0.41% |
| Snowden Capital Advisors LLC | 29,481 | $3,518,938 | 0.40% |