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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $74,000 | +10.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $67,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | -10.7% | 700 | -17.6% | 0.00% | -25.0% |
| Q1 2021 | $75,000 | +7.1% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $70,000 | +11.1% | 850 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $63,000 | +10.5% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $57,000 | +21.3% | 425 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | -41.2% | 425 | -29.2% | 0.00% | -20.0% |
| Q4 2019 | $80,000 | +8.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $74,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $73,000 | -99.9% | 600 | -29.4% | 0.01% | -28.6% |
| Q1 2019 | $100,512,000 | +14.6% | 850 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $87,669,000 | -13.6% | 850 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $101,456,000 | – | 850 | – | 0.01% | – |
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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% |