ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,233 | -3.9% | 12,240 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $1,146,154 | +6.7% | 12,240 | 0.0% | 0.05% | +4.5% |
| Q1 2023 | $1,074,305 | +4.7% | 12,240 | -1.8% | 0.04% | +7.3% |
| Q4 2022 | $1,026,119 | +5.0% | 12,465 | -3.1% | 0.04% | -6.8% |
| Q3 2022 | $977,000 | -5.9% | 12,865 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $1,038,000 | -16.8% | 12,865 | -0.2% | 0.04% | -12.0% |
| Q1 2022 | $1,248,000 | -9.7% | 12,887 | -0.9% | 0.05% | -12.3% |
| Q4 2021 | $1,382,000 | +9.1% | 13,008 | -1.5% | 0.06% | -1.7% |
| Q3 2021 | $1,267,000 | +0.5% | 13,200 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $1,261,000 | +8.8% | 13,200 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $1,159,000 | +6.6% | 13,200 | 0.0% | 0.06% | +7.1% |
| Q4 2020 | $1,087,000 | +11.9% | 13,200 | +100.0% | 0.06% | +9.8% |
| Q3 2020 | $971,000 | +10.0% | 6,600 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $883,000 | +22.0% | 6,600 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $724,000 | -18.2% | 6,600 | 0.0% | 0.05% | -3.8% |
| Q4 2019 | $885,000 | +8.5% | 6,600 | 0.0% | 0.05% | +4.0% |
| Q3 2019 | $816,000 | +0.5% | 6,600 | 0.0% | 0.05% | -5.7% |
| Q2 2019 | $812,000 | +4.1% | 6,600 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $780,000 | +14.5% | 6,600 | 0.0% | 0.05% | +5.9% |
| Q4 2018 | $681,000 | -13.6% | 6,600 | 0.0% | 0.05% | -19.0% |
| Q3 2018 | $788,000 | +5.8% | 6,600 | 0.0% | 0.06% | -6.0% |
| Q2 2018 | $745,000 | +1.8% | 6,600 | 0.0% | 0.07% | +6.3% |
| Q1 2018 | $732,000 | -0.1% | 6,600 | 0.0% | 0.06% | -6.0% |
| Q4 2017 | $733,000 | +6.2% | 6,600 | 0.0% | 0.07% | +24.1% |
| Q3 2017 | $690,000 | +2.2% | 6,600 | 0.0% | 0.05% | -5.3% |
| Q2 2017 | $675,000 | +4.2% | 6,600 | 0.0% | 0.06% | -1.7% |
| Q1 2017 | $648,000 | +6.8% | 6,600 | 0.0% | 0.06% | -10.8% |
| Q4 2016 | $607,000 | – | 6,600 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPINNAKER TRUST | 1,100,872 | $88,829,000 | 6.85% |
| Roof Eidam Maycock Peralta, LLC | 152,179 | $12,279,000 | 4.52% |
| Stewardship Advisors, LLC | 84,241 | $6,797,000 | 2.86% |
| Permanens Capital L.P. | 142,618 | $11,508,000 | 2.32% |
| Colorado Capital Management, Inc. | 23,155 | $2,725,000 | 2.21% |
| Money Design Co.,Ltd. | 343,451 | $27,713,000 | 2.08% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 36,048 | $2,909,000 | 1.99% |
| Corundum Group, Inc. | 34,282 | $2,766,000 | 1.87% |
| McClarren Financial Advisors, Inc. | 6,902 | $556,000 | 1.78% |
| VERITY Wealth Advisors | 22,538 | $1,819,000 | 1.77% |