ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,095,340 | -6.9% | 89,977 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $8,699,830 | +3.6% | 92,907 | -2.9% | 0.01% | -8.3% |
| Q1 2023 | $8,395,184 | -11.1% | 95,650 | -16.6% | 0.01% | -14.3% |
| Q4 2022 | $9,440,295 | +11.3% | 114,679 | +2.6% | 0.01% | -6.7% |
| Q3 2022 | $8,485,000 | -3.8% | 111,765 | +2.2% | 0.02% | 0.0% |
| Q2 2022 | $8,824,000 | -14.9% | 109,347 | +2.1% | 0.02% | -11.8% |
| Q1 2022 | $10,375,000 | -39.9% | 107,135 | -34.1% | 0.02% | -39.3% |
| Q4 2021 | $17,269,000 | +105.4% | 162,537 | +85.5% | 0.03% | +86.7% |
| Q3 2021 | $8,407,000 | +7.6% | 87,627 | +7.1% | 0.02% | 0.0% |
| Q2 2021 | $7,815,000 | +14.4% | 81,800 | +5.2% | 0.02% | 0.0% |
| Q1 2021 | $6,830,000 | +17.9% | 77,776 | +10.6% | 0.02% | +15.4% |
| Q4 2020 | $5,793,000 | +21.1% | 70,352 | +116.3% | 0.01% | 0.0% |
| Q3 2020 | $4,785,000 | +63.1% | 32,524 | +48.3% | 0.01% | +44.4% |
| Q2 2020 | $2,934,000 | +96.6% | 21,935 | +61.4% | 0.01% | +50.0% |
| Q1 2020 | $1,492,000 | +19.5% | 13,592 | +45.8% | 0.01% | +50.0% |
| Q4 2019 | $1,249,000 | +29.0% | 9,324 | +19.1% | 0.00% | 0.0% |
| Q3 2019 | $968,000 | +24.1% | 7,832 | +22.4% | 0.00% | +33.3% |
| Q2 2019 | $780,000 | +104.7% | 6,401 | +98.9% | 0.00% | +50.0% |
| Q1 2019 | $381,000 | +135.2% | 3,219 | +105.4% | 0.00% | +100.0% |
| Q4 2018 | $162,000 | +157.1% | 1,567 | +195.1% | 0.00% | – |
| Q3 2018 | $63,000 | +75.0% | 531 | +65.4% | 0.00% | – |
| Q2 2018 | $36,000 | – | 321 | – | 0.00% | – |
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% |