ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,273 | -6.5% | 25,264 | -2.7% | 0.03% | -2.9% |
| Q2 2023 | $2,432 | +2.8% | 25,970 | -3.7% | 0.04% | 0.0% |
| Q1 2023 | $2,366 | -0.3% | 26,961 | -6.5% | 0.04% | +6.1% |
| Q4 2022 | $2,373 | -99.8% | 28,824 | +78.1% | 0.03% | +50.0% |
| Q3 2022 | $1,229,000 | -5.3% | 16,186 | +0.6% | 0.02% | 0.0% |
| Q2 2022 | $1,298,000 | -15.7% | 16,083 | +1.2% | 0.02% | -4.3% |
| Q1 2022 | $1,539,000 | -16.1% | 15,892 | -8.0% | 0.02% | -28.1% |
| Q4 2021 | $1,835,000 | +25.3% | 17,271 | +13.1% | 0.03% | +14.3% |
| Q3 2021 | $1,465,000 | -2.4% | 15,265 | -2.9% | 0.03% | -6.7% |
| Q2 2021 | $1,501,000 | +2.3% | 15,714 | -5.9% | 0.03% | -3.2% |
| Q1 2021 | $1,467,000 | +16.9% | 16,703 | +9.6% | 0.03% | +6.9% |
| Q4 2020 | $1,255,000 | +35.4% | 15,245 | +141.9% | 0.03% | +20.8% |
| Q3 2020 | $927,000 | +12.1% | 6,302 | +1.9% | 0.02% | 0.0% |
| Q2 2020 | $827,000 | +19.2% | 6,185 | -2.2% | 0.02% | +4.3% |
| Q1 2020 | $694,000 | -23.3% | 6,326 | -6.3% | 0.02% | 0.0% |
| Q4 2019 | $905,000 | +10.0% | 6,751 | +1.3% | 0.02% | -11.5% |
| Q3 2019 | $823,000 | +0.7% | 6,662 | -0.6% | 0.03% | 0.0% |
| Q2 2019 | $817,000 | +181.7% | 6,701 | +173.1% | 0.03% | +116.7% |
| Q1 2019 | $290,000 | -15.2% | 2,454 | -26.0% | 0.01% | -29.4% |
| Q4 2018 | $342,000 | -41.5% | 3,315 | -32.3% | 0.02% | -41.4% |
| Q3 2018 | $585,000 | +21.4% | 4,900 | +14.6% | 0.03% | +16.0% |
| Q2 2018 | $482,000 | -13.6% | 4,275 | -15.0% | 0.02% | -16.7% |
| Q1 2018 | $558,000 | -1.8% | 5,030 | -1.6% | 0.03% | -16.7% |
| Q4 2017 | $568,000 | -2.6% | 5,110 | -8.4% | 0.04% | -10.0% |
| Q3 2017 | $583,000 | +22.0% | 5,580 | +19.5% | 0.04% | +17.6% |
| Q2 2017 | $478,000 | +118.3% | 4,670 | +109.4% | 0.03% | +61.9% |
| Q1 2017 | $219,000 | -44.4% | 2,230 | -53.4% | 0.02% | -52.3% |
| Q3 2014 | $394,000 | – | 4,788 | – | 0.04% | – |
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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% |