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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $228,000 | +10.7% | 2,150 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $206,000 | -18.6% | 2,150 | -18.9% | 0.03% | -18.8% |
| Q2 2021 | $253,000 | +8.1% | 2,650 | -0.4% | 0.03% | 0.0% |
| Q1 2021 | $234,000 | +6.8% | 2,661 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $219,000 | +3.3% | 2,661 | +67.9% | 0.03% | -5.9% |
| Q4 2019 | $212,000 | +5.5% | 1,585 | -11.2% | 0.03% | -15.0% |
| Q2 2018 | $201,000 | -11.1% | 1,785 | -12.3% | 0.04% | -13.0% |
| Q1 2018 | $226,000 | -4.6% | 2,035 | -4.7% | 0.05% | -2.1% |
| Q4 2017 | $237,000 | +11.8% | 2,135 | +5.4% | 0.05% | +4.4% |
| Q3 2017 | $212,000 | -4.5% | 2,025 | -6.9% | 0.04% | -6.2% |
| Q2 2017 | $222,000 | +3.7% | 2,175 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $214,000 | +0.5% | 2,175 | -5.8% | 0.05% | -5.9% |
| Q4 2016 | $213,000 | +1.9% | 2,310 | +0.7% | 0.05% | -1.9% |
| Q3 2016 | $209,000 | +1.0% | 2,293 | -4.2% | 0.05% | -3.7% |
| Q2 2016 | $207,000 | – | 2,393 | – | 0.05% | – |
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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% |