ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,164 | -3.9% | 5,537 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $518,485 | +7.1% | 5,537 | +0.4% | 0.03% | 0.0% |
| Q1 2023 | $483,964 | +9.5% | 5,514 | +2.7% | 0.03% | +6.2% |
| Q4 2022 | $441,976 | +27.4% | 5,369 | +17.3% | 0.03% | +18.5% |
| Q3 2022 | $347,000 | -13.7% | 4,578 | -8.3% | 0.03% | -12.9% |
| Q2 2022 | $402,000 | -14.5% | 4,992 | +2.9% | 0.03% | -3.1% |
| Q1 2022 | $470,000 | -8.7% | 4,852 | +0.2% | 0.03% | 0.0% |
| Q4 2021 | $515,000 | +11.7% | 4,840 | +0.8% | 0.03% | -3.0% |
| Q3 2021 | $461,000 | +4.3% | 4,800 | +3.8% | 0.03% | +6.5% |
| Q2 2021 | $442,000 | +4.7% | 4,624 | -3.8% | 0.03% | -3.1% |
| Q1 2021 | $422,000 | +3.4% | 4,807 | -2.9% | 0.03% | -3.0% |
| Q4 2020 | $408,000 | +23.3% | 4,950 | +119.7% | 0.03% | +10.0% |
| Q3 2020 | $331,000 | +8.9% | 2,253 | -1.0% | 0.03% | 0.0% |
| Q2 2020 | $304,000 | +16.0% | 2,275 | -4.8% | 0.03% | +20.0% |
| Q1 2020 | $262,000 | -17.6% | 2,389 | +0.9% | 0.02% | +4.2% |
| Q4 2019 | $318,000 | +7.1% | 2,368 | -1.5% | 0.02% | 0.0% |
| Q3 2019 | $297,000 | +1.7% | 2,404 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $292,000 | +3.9% | 2,404 | +1.3% | 0.02% | 0.0% |
| Q1 2019 | $281,000 | +14.7% | 2,374 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $245,000 | -13.7% | 2,374 | -0.4% | 0.02% | 0.0% |
| Q3 2018 | $284,000 | +5.6% | 2,384 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $269,000 | -2.5% | 2,384 | -4.4% | 0.02% | -7.7% |
| Q1 2018 | $276,000 | -0.7% | 2,493 | -0.3% | 0.03% | 0.0% |
| Q4 2017 | $278,000 | +6.1% | 2,501 | -0.2% | 0.03% | 0.0% |
| Q3 2017 | $262,000 | +0.4% | 2,506 | -1.7% | 0.03% | -3.7% |
| Q2 2017 | $261,000 | -1.5% | 2,549 | -5.5% | 0.03% | -6.9% |
| Q1 2017 | $265,000 | +9.5% | 2,698 | +2.3% | 0.03% | +3.6% |
| Q4 2016 | $242,000 | +40.7% | 2,637 | +38.9% | 0.03% | +27.3% |
| Q3 2016 | $172,000 | +4.9% | 1,898 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $164,000 | -6.3% | 1,898 | -7.8% | 0.02% | -8.3% |
| Q1 2016 | $175,000 | -39.4% | 2,059 | -40.5% | 0.02% | -41.5% |
| Q4 2015 | $289,000 | +5.9% | 3,461 | -0.1% | 0.04% | -4.7% |
| Q3 2015 | $273,000 | -7.1% | 3,466 | +0.5% | 0.04% | 0.0% |
| Q2 2015 | $294,000 | +5.0% | 3,448 | +5.5% | 0.04% | +4.9% |
| Q1 2015 | $280,000 | -0.4% | 3,269 | +0.3% | 0.04% | 0.0% |
| Q4 2014 | $281,000 | +22.2% | 3,258 | +16.7% | 0.04% | +17.1% |
| Q3 2014 | $230,000 | +12.7% | 2,791 | +12.9% | 0.04% | +12.9% |
| Q2 2014 | $204,000 | +10.3% | 2,472 | +4.5% | 0.03% | +3.3% |
| Q1 2014 | $185,000 | +9.5% | 2,365 | +7.7% | 0.03% | +7.1% |
| Q4 2013 | $169,000 | +18.2% | 2,196 | +8.2% | 0.03% | +7.7% |
| Q3 2013 | $143,000 | +14.4% | 2,029 | +9.2% | 0.03% | +8.3% |
| Q2 2013 | $125,000 | – | 1,858 | – | 0.02% | – |
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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% |