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 | $714,751 | -2.8% | 7,944 | +1.1% | 0.03% | +3.8% |
| Q2 2023 | $735,479 | +4.8% | 7,854 | -1.7% | 0.03% | +13.0% |
| Q1 2023 | $701,508 | +2.3% | 7,992 | -4.0% | 0.02% | -8.0% |
| Q4 2022 | $685,486 | +5.3% | 8,327 | -2.9% | 0.02% | 0.0% |
| Q3 2022 | $651,000 | -18.2% | 8,572 | -13.1% | 0.02% | -10.7% |
| Q2 2022 | $796,000 | -59.7% | 9,867 | -51.6% | 0.03% | -52.5% |
| Q1 2022 | $1,976,000 | -1.0% | 20,404 | +8.7% | 0.06% | +5.4% |
| Q4 2021 | $1,995,000 | +16.9% | 18,776 | +5.6% | 0.06% | +9.8% |
| Q3 2021 | $1,707,000 | +18.3% | 17,785 | +17.7% | 0.05% | +18.6% |
| Q2 2021 | $1,443,000 | +26.2% | 15,106 | +16.1% | 0.04% | +16.2% |
| Q1 2021 | $1,143,000 | +62.4% | 13,015 | +52.2% | 0.04% | +54.2% |
| Q4 2020 | $704,000 | +29.7% | 8,552 | +131.8% | 0.02% | +14.3% |
| Q3 2020 | $543,000 | – | 3,689 | – | 0.02% | – |
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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% |