ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $184,150 | +8.3% | 2,237 | 0.0% | 0.00% | – |
| Q3 2022 | $170,000 | +5.6% | 2,237 | +12.0% | 0.00% | – |
| Q2 2022 | $161,000 | -35.1% | 1,998 | -14.4% | 0.00% | – |
| Q4 2021 | $248,000 | +10.7% | 2,333 | 0.0% | 0.00% | – |
| Q3 2021 | $224,000 | +0.4% | 2,333 | 0.0% | 0.00% | – |
| Q2 2021 | $223,000 | -52.5% | 2,333 | -41.2% | 0.00% | – |
| Q1 2019 | $469,000 | +9.3% | 3,967 | -4.7% | 0.00% | – |
| Q4 2018 | $429,000 | -13.7% | 4,164 | 0.0% | 0.00% | – |
| Q3 2018 | $497,000 | +5.7% | 4,164 | 0.0% | 0.00% | – |
| Q2 2018 | $470,000 | +1.7% | 4,164 | 0.0% | 0.00% | – |
| Q1 2018 | $462,000 | 0.0% | 4,164 | 0.0% | 0.00% | – |
| Q4 2017 | $462,000 | – | 4,164 | – | 0.00% | – |
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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% |