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 | $2,360,363 | -7.8% | 26,235 | -4.0% | 0.09% | 0.0% |
| Q2 2023 | $2,559,088 | +8.3% | 27,329 | +1.5% | 0.09% | -6.2% |
| Q1 2023 | $2,363,471 | +14.2% | 26,928 | +7.1% | 0.10% | +11.5% |
| Q4 2022 | $2,070,019 | +6.5% | 25,146 | -1.8% | 0.09% | -13.9% |
| Q3 2022 | $1,943,000 | -14.4% | 25,601 | -9.0% | 0.10% | -12.2% |
| Q2 2022 | $2,271,000 | -33.2% | 28,144 | -19.8% | 0.12% | -35.0% |
| Q1 2022 | $3,400,000 | -7.8% | 35,114 | +1.2% | 0.18% | +4.7% |
| Q4 2021 | $3,687,000 | +18.5% | 34,703 | +7.0% | 0.17% | +25.2% |
| Q3 2021 | $3,112,000 | +15.0% | 32,430 | +14.5% | 0.14% | +15.4% |
| Q2 2021 | $2,706,000 | +16.7% | 28,323 | +7.3% | 0.12% | +5.4% |
| Q1 2021 | $2,318,000 | +20.6% | 26,397 | +13.1% | 0.11% | +11.0% |
| Q4 2020 | $1,922,000 | +35.6% | 23,348 | +142.3% | 0.10% | +9.9% |
| Q3 2020 | $1,417,000 | -6.2% | 9,635 | -14.7% | 0.09% | -13.3% |
| Q2 2020 | $1,511,000 | +117.7% | 11,296 | +78.6% | 0.10% | +66.7% |
| Q1 2020 | $694,000 | -13.2% | 6,324 | +5.9% | 0.06% | +21.2% |
| Q4 2019 | $800,000 | +28.2% | 5,970 | +18.3% | 0.05% | +18.2% |
| Q3 2019 | $624,000 | +11.6% | 5,046 | +10.0% | 0.04% | +4.8% |
| Q2 2019 | $559,000 | +23.4% | 4,586 | +19.8% | 0.04% | +16.7% |
| Q1 2019 | $453,000 | +74.9% | 3,829 | +52.4% | 0.04% | +44.0% |
| Q4 2018 | $259,000 | – | 2,512 | – | 0.02% | – |
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% |