ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,438 | -3.9% | 3,406 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $318,938 | +6.7% | 3,406 | 0.0% | 0.07% | +4.3% |
| Q1 2023 | $298,945 | +6.6% | 3,406 | 0.0% | 0.07% | +6.1% |
| Q4 2022 | $280,382 | +13.5% | 3,406 | +4.6% | 0.07% | +8.2% |
| Q3 2022 | $247,000 | -7.8% | 3,256 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $268,000 | -13.3% | 3,256 | 0.0% | 0.06% | -1.6% |
| Q1 2022 | $309,000 | -5.2% | 3,256 | 0.0% | 0.06% | -6.0% |
| Q4 2021 | $326,000 | +4.8% | 3,256 | 0.0% | 0.07% | +9.8% |
| Q3 2021 | $311,000 | -1.6% | 3,256 | 0.0% | 0.06% | -3.2% |
| Q2 2021 | $316,000 | +6.0% | 3,256 | 0.0% | 0.06% | +3.3% |
| Q1 2021 | $298,000 | +8.8% | 3,256 | 0.0% | 0.06% | +5.2% |
| Q4 2020 | $274,000 | +12.8% | 3,256 | +100.0% | 0.06% | -10.8% |
| Q3 2020 | $243,000 | +11.5% | 1,628 | 0.0% | 0.06% | -19.8% |
| Q4 2019 | $218,000 | +8.5% | 1,628 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $201,000 | -16.9% | 1,628 | -30.6% | 0.08% | -44.9% |
| Q4 2018 | $242,000 | -50.1% | 2,346 | -50.0% | 0.15% | -2.6% |
| Q3 2017 | $485,000 | +102.1% | 4,692 | +100.0% | 0.15% | -0.7% |
| Q2 2017 | $240,000 | +4.3% | 2,346 | 0.0% | 0.15% | +18.8% |
| Q1 2017 | $230,000 | +6.5% | 2,346 | 0.0% | 0.13% | +4.9% |
| Q4 2016 | $216,000 | – | 2,346 | – | 0.12% | – |
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% |