ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 108 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,903,000 | +37.2% | 14,728 | +31.3% | 0.01% | +20.0% |
| Q3 2019 | $1,387,000 | -0.3% | 11,217 | -1.6% | 0.01% | 0.0% |
| Q2 2019 | $1,391,000 | -1.8% | 11,405 | -4.7% | 0.01% | -9.1% |
| Q1 2019 | $1,416,000 | +16.3% | 11,973 | +1.4% | 0.01% | 0.0% |
| Q4 2018 | $1,218,000 | -14.0% | 11,809 | -0.5% | 0.01% | -8.3% |
| Q3 2018 | $1,416,000 | +31.6% | 11,866 | +22.2% | 0.01% | +20.0% |
| Q2 2018 | $1,076,000 | 0.0% | 9,710 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,076,000 | +4.4% | 9,710 | +4.6% | 0.01% | 0.0% |
| Q4 2017 | $1,031,000 | +9.3% | 9,287 | +2.8% | 0.01% | 0.0% |
| Q3 2017 | $943,000 | +11.6% | 9,031 | +9.3% | 0.01% | 0.0% |
| Q2 2017 | $845,000 | +13.3% | 8,260 | +8.8% | 0.01% | +11.1% |
| Q1 2017 | $746,000 | +44.0% | 7,593 | +34.9% | 0.01% | +28.6% |
| Q4 2016 | $518,000 | +14.9% | 5,629 | +13.6% | 0.01% | 0.0% |
| Q3 2016 | $451,000 | +22.9% | 4,956 | +16.7% | 0.01% | +16.7% |
| Q2 2016 | $367,000 | +27.4% | 4,245 | +25.3% | 0.01% | +20.0% |
| Q1 2016 | $288,000 | +31.5% | 3,387 | +28.8% | 0.01% | +25.0% |
| Q4 2015 | $219,000 | +277.6% | 2,629 | +262.6% | 0.00% | +300.0% |
| Q3 2015 | $58,000 | +5.5% | 725 | +11.5% | 0.00% | 0.0% |
| Q2 2015 | $55,000 | -55.3% | 650 | -54.8% | 0.00% | -50.0% |
| Q1 2015 | $123,000 | +7.0% | 1,438 | +8.3% | 0.00% | -33.3% |
| Q4 2014 | $115,000 | +19.8% | 1,328 | +13.3% | 0.00% | 0.0% |
| Q3 2014 | $96,000 | 0.0% | 1,172 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $96,000 | +5.5% | 1,172 | +0.1% | 0.00% | 0.0% |
| Q1 2014 | $91,000 | -47.4% | 1,171 | -48.2% | 0.00% | -40.0% |
| Q4 2013 | $173,000 | +2.4% | 2,260 | -5.6% | 0.01% | -16.7% |
| Q3 2013 | $169,000 | +11.2% | 2,394 | +6.6% | 0.01% | +20.0% |
| Q2 2013 | $152,000 | – | 2,246 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |