ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,134,570 | -2.8% | 468,318 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $43,360,096 | +8.3% | 463,051 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $40,053,137 | +4.2% | 456,342 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $38,432,410 | +38.3% | 466,866 | +27.5% | 0.00% | 0.0% |
| Q3 2022 | $27,795,000 | -3.9% | 366,159 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $28,933,000 | -14.2% | 358,580 | +3.0% | 0.00% | 0.0% |
| Q1 2022 | $33,723,000 | +1.9% | 348,226 | +11.8% | 0.00% | 0.0% |
| Q4 2021 | $33,084,000 | +28.2% | 311,378 | +15.8% | 0.00% | 0.0% |
| Q3 2021 | $25,801,000 | +11.8% | 268,901 | +11.3% | 0.00% | 0.0% |
| Q2 2021 | $23,080,000 | +41.1% | 241,577 | +29.7% | 0.00% | – |
| Q1 2021 | $16,358,000 | +57.1% | 186,265 | +47.3% | 0.00% | – |
| Q4 2020 | $10,415,000 | +59.6% | 126,484 | +185.1% | 0.00% | – |
| Q3 2020 | $6,526,000 | +33.0% | 44,366 | +21.0% | 0.00% | – |
| Q2 2020 | $4,907,000 | +18.4% | 36,678 | -2.9% | 0.00% | – |
| Q1 2020 | $4,145,000 | +467.0% | 37,768 | +593.6% | 0.00% | – |
| Q4 2019 | $731,000 | +730.7% | 5,445 | +659.4% | 0.00% | – |
| Q3 2019 | $88,000 | +51.7% | 717 | +50.3% | 0.00% | – |
| Q2 2019 | $58,000 | +1350.0% | 477 | +1262.9% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 35 | -7.9% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 38 | -7.3% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 41 | +10.8% | 0.00% | – |
| Q2 2018 | $4,000 | -55.6% | 37 | -54.3% | 0.00% | – |
| Q1 2018 | $9,000 | 0.0% | 81 | +3.8% | 0.00% | – |
| Q4 2017 | $9,000 | +50.0% | 78 | +30.0% | 0.00% | – |
| Q3 2017 | $6,000 | -25.0% | 60 | -25.0% | 0.00% | – |
| Q2 2017 | $8,000 | – | 80 | – | 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% |