ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,936 | -3.9% | 4,134 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $387,108 | +3.9% | 4,134 | -2.6% | 0.01% | 0.0% |
| Q1 2023 | $372,496 | +6.6% | 4,244 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $349,366 | +12.0% | 4,244 | +3.4% | 0.01% | 0.0% |
| Q3 2022 | $312,000 | -13.1% | 4,104 | -7.7% | 0.01% | 0.0% |
| Q2 2022 | $359,000 | -12.7% | 4,444 | +4.7% | 0.01% | 0.0% |
| Q1 2022 | $411,000 | -8.9% | 4,244 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $451,000 | +15.9% | 4,244 | +4.7% | 0.01% | +20.0% |
| Q3 2021 | $389,000 | +0.5% | 4,054 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $387,000 | +8.7% | 4,054 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $356,000 | +6.9% | 4,054 | +0.1% | 0.01% | -16.7% |
| Q4 2020 | $333,000 | +11.7% | 4,050 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $298,000 | +10.0% | 2,025 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $271,000 | +22.1% | 2,025 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $222,000 | -8.3% | 2,020 | +11.9% | 0.01% | 0.0% |
| Q4 2019 | $242,000 | +8.5% | 1,805 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $223,000 | +5.2% | 1,805 | +2.8% | 0.00% | 0.0% |
| Q2 2019 | $212,000 | – | 1,755 | – | 0.00% | – |
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% |