ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,927,517 | +190.2% | 21,424 | +202.0% | 0.00% | – |
| Q2 2023 | $664,282 | -83.2% | 7,094 | -85.2% | 0.00% | -100.0% |
| Q4 2022 | $3,952,101 | +181.3% | 48,009 | +159.2% | 0.00% | – |
| Q3 2022 | $1,405,000 | -42.1% | 18,521 | -38.4% | 0.00% | -100.0% |
| Q2 2022 | $2,427,000 | -11.0% | 30,076 | +6.9% | 0.00% | – |
| Q1 2022 | $2,726,000 | -70.1% | 28,147 | -67.2% | 0.00% | – |
| Q4 2021 | $9,124,000 | +172.7% | 85,878 | +146.3% | 0.00% | – |
| Q3 2021 | $3,346,000 | +549.7% | 34,872 | +547.0% | 0.00% | – |
| Q2 2021 | $515,000 | -70.0% | 5,390 | -72.4% | 0.00% | – |
| Q1 2021 | $1,714,000 | -58.0% | 19,511 | -60.6% | 0.00% | – |
| Q4 2020 | $4,078,000 | +5.0% | 49,524 | +87.7% | 0.00% | -100.0% |
| Q3 2020 | $3,882,000 | +319.2% | 26,389 | +281.3% | 0.00% | – |
| Q2 2020 | $926,000 | -83.0% | 6,921 | -86.0% | 0.00% | -100.0% |
| Q1 2020 | $5,444,000 | +404.1% | 49,596 | +373.5% | 0.00% | – |
| Q4 2018 | $1,080,000 | -34.6% | 10,475 | -24.2% | 0.00% | -100.0% |
| Q3 2018 | $1,651,000 | -4.0% | 13,827 | -9.3% | 0.00% | 0.0% |
| Q2 2018 | $1,720,000 | -5.4% | 15,249 | -7.0% | 0.00% | 0.0% |
| Q1 2018 | $1,818,000 | +213.4% | 16,394 | +214.1% | 0.00% | – |
| Q4 2017 | $580,000 | -45.8% | 5,220 | -49.1% | 0.00% | – |
| Q3 2017 | $1,071,000 | -15.8% | 10,249 | -17.6% | 0.00% | -100.0% |
| Q2 2017 | $1,272,000 | +532.8% | 12,440 | +508.3% | 0.00% | – |
| Q1 2017 | $201,000 | -56.9% | 2,045 | -59.7% | 0.00% | – |
| Q4 2016 | $466,000 | -61.8% | 5,070 | -62.2% | 0.00% | -100.0% |
| Q3 2016 | $1,221,000 | -46.2% | 13,427 | -49.5% | 0.00% | 0.0% |
| Q1 2016 | $2,268,000 | +293.8% | 26,608 | +284.3% | 0.00% | – |
| Q4 2015 | $576,000 | -79.7% | 6,923 | -80.8% | 0.00% | -100.0% |
| Q3 2015 | $2,843,000 | +189.2% | 36,076 | +212.1% | 0.00% | – |
| Q2 2015 | $983,000 | +3.1% | 11,560 | +4.1% | 0.00% | – |
| Q1 2015 | $953,000 | -33.2% | 11,106 | -36.1% | 0.00% | -100.0% |
| Q3 2014 | $1,427,000 | -22.1% | 17,370 | -26.0% | 0.00% | 0.0% |
| Q1 2014 | $1,833,000 | -29.5% | 23,466 | -30.7% | 0.00% | 0.0% |
| Q4 2013 | $2,600,000 | +47.2% | 33,881 | +35.7% | 0.00% | 0.0% |
| Q3 2013 | $1,766,000 | -1.9% | 24,959 | -6.2% | 0.00% | 0.0% |
| Q2 2013 | $1,800,000 | – | 26,605 | – | 0.00% | – |
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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% |