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 | $1,614,242 | +92.2% | 17,942 | +100.0% | 0.05% | -7.8% |
| Q2 2023 | $840,045 | +6.7% | 8,971 | 0.0% | 0.05% | -10.5% |
| Q1 2023 | $787,385 | +6.6% | 8,971 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $738,493 | +8.4% | 8,971 | 0.0% | 0.06% | -7.9% |
| Q3 2022 | $681,000 | -5.7% | 8,971 | +0.3% | 0.06% | +12.5% |
| Q2 2022 | $722,000 | -16.6% | 8,946 | 0.0% | 0.06% | -5.1% |
| Q1 2022 | $866,000 | -8.9% | 8,946 | 0.0% | 0.06% | -9.2% |
| Q4 2021 | $951,000 | +9410.0% | 8,946 | +8846.0% | 0.06% | +6400.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +60.0% | 100 | +185.7% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | – | 35 | – | 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% |