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 2020 | $16,000 | +6.7% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | -54.5% | 110 | -63.3% | 0.00% | -66.7% |
| Q1 2020 | $33,000 | -17.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $40,000 | +8.1% | 300 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $37,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $37,000 | +5.7% | 300 | 0.0% | 0.01% | +20.0% |
| Q1 2019 | $35,000 | +12.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -13.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $34,000 | +3.0% | 300 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $33,000 | 0.0% | 300 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $33,000 | – | 300 | – | 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% |