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 | $5,111 | -8.6% | 56,804 | -4.8% | 0.02% | 0.0% |
| Q2 2023 | $5,590 | +8.0% | 59,696 | +1.3% | 0.02% | -9.5% |
| Q1 2023 | $5,174 | +2.6% | 58,946 | -3.8% | 0.02% | +5.0% |
| Q4 2022 | $5,044 | -99.9% | 61,272 | -13.5% | 0.02% | -13.0% |
| Q3 2022 | $5,377,000 | -4.0% | 70,838 | +3.1% | 0.02% | -8.0% |
| Q2 2022 | $5,603,000 | -15.6% | 68,715 | +0.2% | 0.02% | -10.7% |
| Q1 2022 | $6,642,000 | -4.6% | 68,587 | +4.7% | 0.03% | +3.7% |
| Q4 2021 | $6,963,000 | +25.7% | 65,534 | +13.5% | 0.03% | +12.5% |
| Q3 2021 | $5,538,000 | +30.0% | 57,721 | +29.5% | 0.02% | +26.3% |
| Q2 2021 | $4,260,000 | -68.4% | 44,586 | -71.0% | 0.02% | -71.2% |
| Q1 2021 | $13,484,000 | +27.4% | 153,539 | +19.5% | 0.07% | +29.4% |
| Q4 2020 | $10,583,000 | +26.1% | 128,530 | +125.2% | 0.05% | +6.2% |
| Q3 2020 | $8,394,000 | +23.5% | 57,067 | +12.3% | 0.05% | +11.6% |
| Q2 2020 | $6,795,000 | +52.9% | 50,796 | +25.5% | 0.04% | +22.9% |
| Q1 2020 | $4,443,000 | +18.7% | 40,479 | +45.0% | 0.04% | +40.0% |
| Q4 2019 | $3,743,000 | +54.2% | 27,926 | +42.2% | 0.02% | +38.9% |
| Q3 2019 | $2,428,000 | +46.0% | 19,638 | +43.9% | 0.02% | +38.5% |
| Q2 2019 | $1,663,000 | +79.6% | 13,648 | +74.2% | 0.01% | +62.5% |
| Q1 2019 | $926,000 | +24.0% | 7,833 | +8.2% | 0.01% | +14.3% |
| Q4 2018 | $747,000 | -9.1% | 7,240 | +5.1% | 0.01% | 0.0% |
| Q3 2018 | $822,000 | +7.6% | 6,888 | +1.7% | 0.01% | 0.0% |
| Q2 2018 | $764,000 | +18.3% | 6,773 | +16.3% | 0.01% | 0.0% |
| Q1 2018 | $646,000 | -2.9% | 5,823 | -2.7% | 0.01% | 0.0% |
| Q4 2017 | $665,000 | +9.2% | 5,985 | +2.8% | 0.01% | 0.0% |
| Q3 2017 | $609,000 | +6.5% | 5,823 | +4.0% | 0.01% | 0.0% |
| Q2 2017 | $572,000 | +20.9% | 5,598 | +16.3% | 0.01% | +16.7% |
| Q1 2017 | $473,000 | +11.3% | 4,813 | +4.1% | 0.01% | 0.0% |
| Q4 2016 | $425,000 | +6.0% | 4,623 | +4.9% | 0.01% | -14.3% |
| Q3 2016 | $401,000 | -47.4% | 4,408 | -50.0% | 0.01% | -56.2% |
| Q2 2016 | $762,000 | +157.4% | 8,816 | +153.8% | 0.02% | +100.0% |
| Q1 2016 | $296,000 | +18.4% | 3,473 | +15.8% | 0.01% | +33.3% |
| Q4 2015 | $250,000 | -19.6% | 2,998 | -24.1% | 0.01% | -33.3% |
| Q3 2015 | $311,000 | -99.9% | 3,948 | +7.0% | 0.01% | +28.6% |
| Q2 2015 | $313,886,000 | +128016.7% | 3,688 | +29.2% | 0.01% | +40.0% |
| Q1 2015 | $245,000 | -99.9% | 2,855 | -1.6% | 0.01% | 0.0% |
| Q1 2014 | $226,505,000 | +5.4% | 2,900 | +3.6% | 0.01% | -16.7% |
| Q4 2013 | $214,837,000 | – | 2,800 | – | 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% |