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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,866,414 | +60.5% | 30,611 | +50.4% | 0.00% | – |
| Q1 2023 | $1,786,383 | +266.8% | 20,353 | +244.0% | 0.00% | – |
| Q4 2022 | $487,005 | -73.4% | 5,916 | -74.0% | 0.00% | – |
| Q2 2022 | $1,833,000 | -47.1% | 22,720 | -30.3% | 0.00% | -100.0% |
| Q4 2021 | $3,464,000 | +669.8% | 32,605 | +594.5% | 0.00% | – |
| Q3 2021 | $450,000 | -83.9% | 4,695 | -83.9% | 0.00% | -100.0% |
| Q2 2021 | $2,791,000 | +139.2% | 29,216 | +120.0% | 0.00% | – |
| Q1 2021 | $1,167,000 | -75.9% | 13,283 | -59.6% | 0.00% | -100.0% |
| Q3 2020 | $4,840,000 | +260.9% | 32,904 | +228.1% | 0.00% | – |
| Q2 2020 | $1,341,000 | -49.7% | 10,028 | -58.7% | 0.00% | -100.0% |
| Q1 2020 | $2,665,000 | +481.9% | 24,278 | +610.9% | 0.00% | – |
| Q4 2019 | $458,000 | -91.7% | 3,415 | -92.4% | 0.00% | -100.0% |
| Q2 2019 | $5,489,000 | +368.3% | 45,042 | +354.4% | 0.00% | +200.0% |
| Q1 2019 | $1,172,000 | +11.8% | 9,912 | -2.5% | 0.00% | 0.0% |
| Q4 2018 | $1,048,000 | -75.2% | 10,165 | -71.3% | 0.00% | -50.0% |
| Q3 2018 | $4,234,000 | +65.8% | 35,461 | +56.6% | 0.00% | +100.0% |
| Q2 2018 | $2,554,000 | +671.6% | 22,638 | +571.4% | 0.00% | – |
| Q1 2017 | $331,000 | +11.1% | 3,372 | -3.5% | 0.00% | – |
| Q1 2016 | $298,000 | -86.2% | 3,496 | -86.5% | 0.00% | -100.0% |
| Q4 2015 | $2,163,000 | +143.9% | 25,978 | +149.1% | 0.00% | +100.0% |
| Q2 2015 | $887,000 | – | 10,427 | – | 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% |