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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,989 | -3.9% | 2,334 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $218,555 | -14.3% | 2,334 | -19.6% | 0.00% | -20.0% |
| Q1 2023 | $254,884 | -11.5% | 2,904 | -17.0% | 0.01% | -16.7% |
| Q4 2022 | $288,085 | -15.5% | 3,500 | -22.0% | 0.01% | -14.3% |
| Q3 2022 | $341,000 | -5.8% | 4,489 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $362,000 | -16.8% | 4,489 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $435,000 | +16.9% | 4,489 | +28.3% | 0.01% | +16.7% |
| Q4 2021 | $372,000 | +10.7% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $336,000 | +0.6% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $334,000 | +8.8% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $307,000 | +9.6% | 3,500 | +2.9% | 0.01% | 0.0% |
| Q4 2020 | $280,000 | +12.0% | 3,400 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $250,000 | -12.6% | 1,700 | -20.6% | 0.01% | -25.0% |
| Q2 2020 | $286,000 | +21.7% | 2,140 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $235,000 | -15.2% | 2,140 | +3.6% | 0.01% | +14.3% |
| Q4 2019 | $277,000 | +8.6% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $255,000 | +1.2% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $252,000 | – | 2,065 | – | 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% |