ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $72,870 | +11.7% | 725 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $65,228 | -3.9% | 725 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $67,889 | +6.7% | 725 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $63,633 | -7.2% | 725 | -13.0% | 0.01% | 0.0% |
| Q4 2022 | $68,573 | +8.8% | 833 | 0.0% | 0.01% | -33.3% |
| Q3 2022 | $63,000 | -6.0% | 833 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $67,000 | -17.3% | 833 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $81,000 | +5.2% | 833 | +14.9% | 0.01% | +12.5% |
| Q4 2021 | $77,000 | +8.5% | 725 | -2.0% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 740 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +4.4% | 740 | -3.9% | 0.01% | 0.0% |
| Q1 2021 | $68,000 | 0.0% | 770 | -6.6% | 0.01% | -11.1% |
| Q4 2020 | $68,000 | +11.5% | 824 | +100.0% | 0.01% | +12.5% |
| Q3 2020 | $61,000 | -23.8% | 412 | -31.4% | 0.01% | -33.3% |
| Q2 2020 | $80,000 | +21.2% | 601 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $66,000 | -18.5% | 601 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $81,000 | +9.5% | 601 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $74,000 | – | 601 | – | 0.01% | – |
Download | ||||||
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% |