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 | $1,255,176 | -8.3% | 13,951 | -4.5% | 0.09% | -5.1% |
| Q2 2023 | $1,368,571 | -2.2% | 14,615 | -8.3% | 0.10% | -2.0% |
| Q1 2023 | $1,398,822 | +4.2% | 15,937 | -2.3% | 0.10% | -2.9% |
| Q4 2022 | $1,342,571 | +11.9% | 16,309 | +3.2% | 0.10% | +3.0% |
| Q3 2022 | $1,200,000 | -6.7% | 15,804 | -0.8% | 0.10% | -2.9% |
| Q2 2022 | $1,286,000 | -16.6% | 15,939 | +0.1% | 0.10% | 0.0% |
| Q1 2022 | $1,542,000 | -9.0% | 15,925 | -0.1% | 0.10% | -6.4% |
| Q4 2021 | $1,694,000 | +55.0% | 15,941 | +39.4% | 0.11% | +27.9% |
| Q2 2021 | $1,093,000 | +62.9% | 11,437 | +49.7% | 0.09% | +32.3% |
| Q1 2021 | $671,000 | +72.1% | 7,641 | +61.2% | 0.06% | +58.5% |
| Q4 2020 | $390,000 | – | 4,741 | – | 0.04% | – |
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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% |