ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,451 | -3.8% | 3,406 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $318,483 | +1.2% | 3,401 | -5.1% | 0.01% | 0.0% |
| Q1 2023 | $314,661 | +5.1% | 3,585 | -1.5% | 0.01% | -14.3% |
| Q4 2022 | $299,439 | +11.7% | 3,638 | +2.9% | 0.01% | +16.7% |
| Q3 2022 | $268,000 | -44.5% | 3,536 | -40.9% | 0.01% | -45.5% |
| Q2 2022 | $483,000 | -14.7% | 5,984 | +2.3% | 0.01% | +10.0% |
| Q1 2022 | $566,000 | +45.5% | 5,848 | +59.7% | 0.01% | +42.9% |
| Q4 2021 | $389,000 | – | 3,661 | – | 0.01% | – |
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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% |