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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $179,399 | -7.4% | 1,994 | 0.0% | 0.09% | 0.0% |
Q2 2023 | $193,635 | +10.6% | 1,994 | 0.0% | 0.09% | +1.1% |
Q1 2023 | $175,012 | +7.9% | 1,994 | +1.2% | 0.09% | +6.0% |
Q4 2022 | $162,149 | +8.1% | 1,970 | 0.0% | 0.08% | 0.0% |
Q3 2022 | $150,000 | +5.6% | 1,970 | +11.9% | 0.08% | +10.5% |
Q2 2022 | $142,000 | -13.4% | 1,760 | +3.8% | 0.08% | -2.6% |
Q1 2022 | $164,000 | +14.7% | 1,695 | +25.6% | 0.08% | +14.7% |
Q4 2021 | $143,000 | +15.3% | 1,350 | +12.5% | 0.07% | +15.3% |
Q3 2021 | $124,000 | +117.5% | 1,200 | +100.0% | 0.06% | +103.4% |
Q2 2021 | $57,000 | +7.5% | 600 | 0.0% | 0.03% | +3.6% |
Q1 2021 | $53,000 | +8.2% | 600 | 0.0% | 0.03% | -3.4% |
Q4 2020 | $49,000 | +11.4% | 600 | +100.0% | 0.03% | 0.0% |
Q3 2020 | $44,000 | +2.3% | 300 | 0.0% | 0.03% | +3.6% |
Q2 2020 | $43,000 | +30.3% | 300 | 0.0% | 0.03% | +3.7% |
Q1 2020 | $33,000 | -17.5% | 300 | 0.0% | 0.03% | +3.8% |
Q4 2019 | $40,000 | +8.1% | 300 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $37,000 | 0.0% | 300 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $37,000 | 0.0% | 300 | 0.0% | 0.03% | +4.0% |
Q1 2019 | $37,000 | +76.2% | 300 | +50.0% | 0.02% | +56.2% |
Q4 2018 | $21,000 | -12.5% | 200 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $24,000 | +4.3% | 200 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $23,000 | +4.5% | 200 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $22,000 | 0.0% | 200 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $22,000 | +4.8% | 200 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $21,000 | +5.0% | 200 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $20,000 | +100.0% | 200 | +100.0% | 0.02% | +128.6% |
Q1 2017 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | +16.7% |
Q4 2016 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $9,000 | -47.1% | 100 | -48.7% | 0.01% | -53.8% |
Q1 2016 | $17,000 | – | 195 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
PayPay Securities Corp | 371 | $30,541 | 2.05% |
Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |