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 | $870,973 | +7.5% | 9,681 | +11.9% | 0.02% | +11.1% |
| Q2 2023 | $810,080 | +6.0% | 8,651 | -0.7% | 0.02% | 0.0% |
| Q1 2023 | $764,564 | +3.0% | 8,711 | +2.8% | 0.02% | -10.0% |
| Q4 2022 | $742,526 | +8.4% | 8,473 | -6.1% | 0.02% | -23.1% |
| Q3 2022 | $685,000 | -21.4% | 9,024 | -16.5% | 0.03% | -13.3% |
| Q2 2022 | $872,000 | -7.8% | 10,807 | +10.6% | 0.03% | -18.9% |
| Q1 2022 | $946,000 | +1.6% | 9,769 | +11.5% | 0.04% | -2.6% |
| Q4 2021 | $931,000 | +14.5% | 8,762 | +3.4% | 0.04% | +2.7% |
| Q3 2021 | $813,000 | +19.6% | 8,473 | +19.1% | 0.04% | +19.4% |
| Q2 2021 | $680,000 | +19.9% | 7,117 | +10.2% | 0.03% | +3.3% |
| Q1 2021 | $567,000 | +9.0% | 6,456 | +2.2% | 0.03% | -18.9% |
| Q4 2020 | $520,000 | +12.1% | 6,315 | +100.2% | 0.04% | -7.5% |
| Q3 2020 | $464,000 | +30.0% | 3,155 | +18.2% | 0.04% | +17.6% |
| Q2 2020 | $357,000 | +42.2% | 2,669 | +16.7% | 0.03% | +30.8% |
| Q1 2020 | $251,000 | -14.9% | 2,287 | +3.9% | 0.03% | +4.0% |
| Q4 2019 | $295,000 | +8.5% | 2,201 | +0.0% | 0.02% | 0.0% |
| Q3 2019 | $272,000 | +1.5% | 2,200 | +0.0% | 0.02% | -3.8% |
| Q2 2019 | $268,000 | +3.1% | 2,199 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $260,000 | +14.5% | 2,199 | -0.1% | 0.03% | 0.0% |
| Q4 2018 | $227,000 | -13.7% | 2,201 | +0.0% | 0.03% | 0.0% |
| Q3 2018 | $263,000 | +6.0% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $248,000 | +1.6% | 2,200 | 0.0% | 0.03% | -15.6% |
| Q1 2018 | $244,000 | +146.5% | 2,200 | +147.2% | 0.03% | +113.3% |
| Q4 2017 | $99,000 | +209.4% | 890 | +122.5% | 0.02% | +66.7% |
| Q3 2015 | $32,000 | – | 400 | – | 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% |