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 | $6,160 | +2.9% | 68,469 | +7.1% | 0.03% | +7.4% |
| Q2 2023 | $5,984 | -10.7% | 63,903 | -16.3% | 0.03% | -18.2% |
| Q1 2023 | $6,701 | +10.6% | 76,342 | +3.7% | 0.03% | +6.5% |
| Q4 2022 | $6,061 | -99.9% | 73,625 | +4.6% | 0.03% | +3.3% |
| Q3 2022 | $5,343,000 | -9.9% | 70,384 | -4.2% | 0.03% | -6.2% |
| Q2 2022 | $5,931,000 | -16.2% | 73,499 | +0.5% | 0.03% | -3.0% |
| Q1 2022 | $7,079,000 | -18.2% | 73,104 | -10.3% | 0.03% | -15.4% |
| Q4 2021 | $8,658,000 | +41.8% | 81,485 | +28.1% | 0.04% | +30.0% |
| Q3 2021 | $6,104,000 | +9.7% | 63,619 | +9.2% | 0.03% | +11.1% |
| Q2 2021 | $5,565,000 | +94.2% | 58,245 | +78.5% | 0.03% | +68.8% |
| Q1 2021 | $2,866,000 | +20.9% | 32,639 | +13.4% | 0.02% | +14.3% |
| Q4 2020 | $2,370,000 | +23.1% | 28,783 | +119.8% | 0.01% | +7.7% |
| Q3 2020 | $1,926,000 | +19.6% | 13,095 | +8.8% | 0.01% | +8.3% |
| Q2 2020 | $1,610,000 | +42.9% | 12,035 | +17.2% | 0.01% | +9.1% |
| Q1 2020 | $1,127,000 | +4.0% | 10,266 | +26.9% | 0.01% | +37.5% |
| Q4 2019 | $1,084,000 | +18.1% | 8,088 | +8.9% | 0.01% | 0.0% |
| Q3 2019 | $918,000 | +2.1% | 7,425 | +0.7% | 0.01% | 0.0% |
| Q2 2019 | $899,000 | +45.7% | 7,376 | +41.4% | 0.01% | +33.3% |
| Q1 2019 | $617,000 | +52.7% | 5,215 | +33.0% | 0.01% | +50.0% |
| Q4 2018 | $404,000 | 0.0% | 3,921 | +16.0% | 0.00% | 0.0% |
| Q3 2018 | $404,000 | +10.4% | 3,381 | +4.3% | 0.00% | 0.0% |
| Q2 2018 | $366,000 | -3.2% | 3,241 | -5.0% | 0.00% | 0.0% |
| Q1 2018 | $378,000 | -24.9% | 3,410 | -24.7% | 0.00% | -33.3% |
| Q4 2017 | $503,000 | -33.2% | 4,529 | -37.2% | 0.01% | -40.0% |
| Q3 2017 | $753,000 | +7.9% | 7,208 | +5.7% | 0.01% | 0.0% |
| Q2 2017 | $698,000 | -4.9% | 6,822 | -8.7% | 0.01% | -23.1% |
| Q1 2017 | $734,000 | +5.5% | 7,472 | -1.2% | 0.01% | 0.0% |
| Q4 2016 | $696,000 | -3.3% | 7,562 | -4.5% | 0.01% | 0.0% |
| Q3 2016 | $720,000 | +31.1% | 7,917 | +24.7% | 0.01% | +8.3% |
| Q2 2016 | $549,000 | -0.5% | 6,347 | -2.2% | 0.01% | 0.0% |
| Q1 2016 | $552,000 | +126.2% | 6,488 | +126.7% | 0.01% | +71.4% |
| Q2 2015 | $244,000 | +1.2% | 2,862 | +2.0% | 0.01% | 0.0% |
| Q1 2015 | $241,000 | -0.4% | 2,805 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $242,000 | +4.8% | 2,805 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $231,000 | -33.2% | 2,805 | -33.4% | 0.01% | -41.7% |
| Q2 2014 | $346,000 | +3.6% | 4,210 | -1.6% | 0.01% | -7.7% |
| Q1 2014 | $334,000 | +47.1% | 4,280 | +44.7% | 0.01% | +44.4% |
| Q4 2013 | $227,000 | – | 2,958 | – | 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% |