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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,702 | -3.9% | 3,075 | 0.0% | 0.01% | -22.2% |
| Q2 2023 | $287,989 | +6.7% | 3,075 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $269,936 | +6.6% | 3,075 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $253,175 | -2.6% | 3,075 | -10.2% | 0.01% | 0.0% |
| Q3 2022 | $260,000 | -5.8% | 3,425 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $276,000 | -17.4% | 3,425 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $334,000 | -10.0% | 3,445 | -1.3% | 0.01% | -10.0% |
| Q4 2021 | $371,000 | +11.4% | 3,490 | +0.6% | 0.01% | +11.1% |
| Q3 2021 | $333,000 | +0.3% | 3,470 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $332,000 | +8.9% | 3,470 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $305,000 | +6.6% | 3,470 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $286,000 | +12.2% | 3,470 | +100.0% | 0.01% | -10.0% |
| Q3 2020 | $255,000 | +9.9% | 1,735 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $232,000 | -0.4% | 1,735 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $233,000 | +8.9% | 1,735 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $214,000 | +1.4% | 1,735 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $211,000 | +2.9% | 1,735 | 0.0% | 0.01% | -33.3% |
| Q1 2019 | $205,000 | -1.0% | 1,735 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $207,000 | +2.5% | 1,735 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $202,000 | -0.5% | 1,735 | -11.5% | 0.02% | -11.8% |
| Q2 2017 | $203,000 | -12.1% | 1,960 | -15.2% | 0.02% | -15.0% |
| Q1 2017 | $231,000 | -15.7% | 2,310 | -22.4% | 0.02% | -25.9% |
| Q4 2016 | $274,000 | +0.7% | 2,975 | -0.7% | 0.03% | -18.2% |
| Q3 2016 | $272,000 | +5.0% | 2,995 | 0.0% | 0.03% | +3.1% |
| Q2 2016 | $259,000 | +1.6% | 2,995 | 0.0% | 0.03% | +6.7% |
| Q1 2016 | $255,000 | +1.2% | 2,995 | -1.0% | 0.03% | 0.0% |
| Q4 2015 | $252,000 | -30.6% | 3,025 | -34.3% | 0.03% | -36.2% |
| Q3 2015 | $363,000 | -7.4% | 4,606 | 0.0% | 0.05% | -9.6% |
| Q2 2015 | $392,000 | -13.5% | 4,606 | -12.8% | 0.05% | -20.0% |
| Q1 2015 | $453,000 | -0.4% | 5,281 | 0.0% | 0.06% | -4.4% |
| Q4 2014 | $455,000 | +4.6% | 5,281 | 0.0% | 0.07% | 0.0% |
| Q3 2014 | $435,000 | +1.2% | 5,281 | +1.0% | 0.07% | -1.4% |
| Q2 2014 | $430,000 | +5.1% | 5,231 | 0.0% | 0.07% | +3.0% |
| Q1 2014 | $409,000 | +35.0% | 5,231 | +32.4% | 0.07% | +39.6% |
| Q4 2013 | $303,000 | +11.4% | 3,951 | +2.6% | 0.05% | 0.0% |
| Q3 2013 | $272,000 | +27.7% | 3,851 | +22.2% | 0.05% | +23.1% |
| Q2 2013 | $213,000 | – | 3,151 | – | 0.04% | – |
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% |