ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,770 | -4.1% | 3,343 | -0.1% | 0.04% | -11.4% |
| Q2 2023 | $313,507 | +6.2% | 3,348 | -0.4% | 0.04% | 0.0% |
| Q1 2023 | $295,083 | +6.6% | 3,362 | 0.0% | 0.04% | +2.3% |
| Q4 2022 | $276,760 | +9.0% | 3,362 | +0.3% | 0.04% | +2.4% |
| Q3 2022 | $254,000 | -7.3% | 3,352 | -1.3% | 0.04% | -4.5% |
| Q2 2022 | $274,000 | -29.4% | 3,397 | -15.2% | 0.04% | -13.7% |
| Q1 2022 | $388,000 | +57.1% | 4,007 | +72.2% | 0.05% | +64.5% |
| Q4 2021 | $247,000 | +13.8% | 2,327 | +3.1% | 0.03% | +6.9% |
| Q3 2021 | $217,000 | +13.6% | 2,257 | +13.0% | 0.03% | +11.5% |
| Q2 2021 | $191,000 | +21.7% | 1,997 | +11.8% | 0.03% | +8.3% |
| Q1 2021 | $157,000 | +16.3% | 1,787 | +9.4% | 0.02% | +9.1% |
| Q4 2020 | $135,000 | +70.9% | 1,634 | +204.3% | 0.02% | +46.7% |
| Q3 2020 | $79,000 | +31.7% | 537 | +19.3% | 0.02% | +15.4% |
| Q2 2020 | $60,000 | +13.2% | 450 | -7.2% | 0.01% | -7.1% |
| Q1 2020 | $53,000 | -49.5% | 485 | -38.4% | 0.01% | -41.7% |
| Q4 2019 | $105,000 | – | 787 | – | 0.02% | – |
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% |