ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,209,393 | -6.8% | 24,557 | -3.0% | 0.07% | -12.0% |
| Q2 2023 | $2,371,339 | +9.9% | 25,324 | +3.0% | 0.08% | +7.8% |
| Q1 2023 | $2,157,474 | +2.6% | 24,581 | -3.8% | 0.08% | -3.8% |
| Q4 2022 | $2,102,453 | +4.8% | 25,540 | -3.4% | 0.08% | -3.6% |
| Q3 2022 | $2,007,000 | -4.8% | 26,440 | +1.2% | 0.08% | 0.0% |
| Q2 2022 | $2,108,000 | -15.4% | 26,128 | +1.5% | 0.08% | -1.2% |
| Q1 2022 | $2,492,000 | -10.2% | 25,736 | -1.5% | 0.08% | -5.6% |
| Q4 2021 | $2,776,000 | +8.8% | 26,130 | -1.8% | 0.09% | +2.3% |
| Q3 2021 | $2,552,000 | -0.9% | 26,596 | -1.3% | 0.09% | -2.2% |
| Q2 2021 | $2,574,000 | +8.2% | 26,946 | -0.5% | 0.09% | +1.1% |
| Q1 2021 | $2,379,000 | +11.7% | 27,094 | +4.7% | 0.09% | -9.3% |
| Q4 2020 | $2,130,000 | +5.3% | 25,871 | +88.2% | 0.10% | -7.6% |
| Q3 2020 | $2,022,000 | +10.8% | 13,744 | +0.7% | 0.10% | +2.9% |
| Q2 2020 | $1,825,000 | +22.1% | 13,644 | +0.2% | 0.10% | -3.8% |
| Q1 2020 | $1,495,000 | -21.9% | 13,615 | -4.7% | 0.11% | -1.9% |
| Q4 2019 | $1,914,000 | +19.9% | 14,283 | +10.6% | 0.11% | +11.3% |
| Q3 2019 | $1,596,000 | +8.1% | 12,913 | +6.6% | 0.10% | +7.8% |
| Q2 2019 | $1,477,000 | +6.6% | 12,118 | +3.4% | 0.09% | +4.7% |
| Q1 2019 | $1,386,000 | +19.0% | 11,718 | +3.8% | 0.09% | +8.9% |
| Q4 2018 | $1,165,000 | +8.2% | 11,291 | +25.1% | 0.08% | +25.4% |
| Q3 2018 | $1,077,000 | +12.0% | 9,024 | +5.8% | 0.06% | +10.5% |
| Q2 2018 | $962,000 | -0.3% | 8,526 | -2.1% | 0.06% | -8.1% |
| Q1 2018 | $965,000 | -6.1% | 8,706 | -6.0% | 0.06% | -4.6% |
| Q4 2017 | $1,028,000 | +9.8% | 9,257 | +3.3% | 0.06% | -9.7% |
| Q3 2017 | $936,000 | +8.3% | 8,957 | +6.0% | 0.07% | +2.9% |
| Q2 2017 | $864,000 | +8.7% | 8,447 | +4.4% | 0.07% | +6.1% |
| Q1 2017 | $795,000 | +16.4% | 8,088 | +9.0% | 0.07% | +4.8% |
| Q4 2016 | $683,000 | +35.8% | 7,423 | +34.3% | 0.06% | +37.0% |
| Q3 2016 | $503,000 | – | 5,527 | – | 0.05% | – |
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% |