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 | $321,823 | -3.4% | 3,577 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $333,077 | +7.6% | 3,557 | +0.9% | 0.03% | +3.8% |
| Q1 2023 | $309,565 | +55.9% | 3,527 | +46.2% | 0.03% | +44.4% |
| Q4 2022 | $198,556 | +8.5% | 2,412 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $183,000 | -6.2% | 2,412 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $195,000 | -15.9% | 2,412 | +0.8% | 0.02% | 0.0% |
| Q1 2022 | $232,000 | -19.7% | 2,392 | -12.1% | 0.02% | -10.0% |
| Q4 2021 | $289,000 | +10.7% | 2,722 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $261,000 | +23.1% | 2,722 | +22.5% | 0.02% | +23.5% |
| Q2 2021 | $212,000 | +89.3% | 2,222 | +74.7% | 0.02% | +54.5% |
| Q1 2021 | $112,000 | +6.7% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $105,000 | +16.7% | 1,272 | +107.8% | 0.01% | 0.0% |
| Q3 2020 | $90,000 | +9.8% | 612 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $82,000 | +22.4% | 612 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $67,000 | -18.3% | 612 | 0.0% | 0.01% | +11.1% |
| Q4 2019 | $82,000 | +74.5% | 612 | +62.3% | 0.01% | +80.0% |
| Q3 2019 | $47,000 | -16.1% | 377 | -21.0% | 0.01% | -28.6% |
| Q1 2019 | $56,000 | +14.3% | 477 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $49,000 | -14.0% | 477 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $57,000 | +7.5% | 477 | +0.6% | 0.01% | 0.0% |
| Q2 2018 | $53,000 | 0.0% | 474 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $53,000 | 0.0% | 474 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $53,000 | +8.2% | 474 | +0.6% | 0.01% | 0.0% |
| Q3 2017 | $49,000 | +2.1% | 471 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $48,000 | +33.3% | 471 | +29.8% | 0.01% | +20.0% |
| Q1 2017 | $36,000 | +9.1% | 363 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $33,000 | 0.0% | 363 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $33,000 | +106.2% | 363 | +93.1% | 0.01% | +100.0% |
| Q2 2016 | $16,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $16,000 | -48.4% | 188 | -52.8% | 0.00% | -50.0% |
| Q3 2015 | $31,000 | -8.8% | 398 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $34,000 | +100.0% | 398 | +99.0% | 0.01% | +100.0% |
| Q1 2015 | $17,000 | – | 200 | – | 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% |