ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,809,000 | +16.9% | 18,677 | +28.2% | 0.00% | 0.0% |
| Q4 2021 | $1,547,000 | +6.5% | 14,563 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $1,452,000 | +5.9% | 15,138 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $1,371,000 | +8.8% | 14,348 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,260,000 | +6.3% | 14,348 | -0.3% | 0.00% | 0.0% |
| Q4 2020 | $1,185,000 | +0.9% | 14,392 | +80.2% | 0.00% | 0.0% |
| Q3 2020 | $1,175,000 | +1.6% | 7,988 | -7.6% | 0.00% | 0.0% |
| Q2 2020 | $1,157,000 | – | 8,648 | – | 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% |