ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 130 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,133 | -4.5% | 23,715 | -0.5% | 0.18% | -4.2% |
| Q2 2023 | $2,234 | +6.6% | 23,823 | -0.2% | 0.19% | -2.1% |
| Q1 2023 | $2,096 | +6.9% | 23,866 | +0.2% | 0.19% | -2.5% |
| Q4 2022 | $1,960 | -99.9% | 23,817 | -7.4% | 0.20% | -7.0% |
| Q3 2022 | $1,949,000 | +6.6% | 25,728 | +36.2% | 0.21% | +4.9% |
| Q1 2022 | $1,829,000 | +6.2% | 18,889 | +16.6% | 0.20% | -1.9% |
| Q4 2021 | $1,723,000 | +141.0% | 16,206 | +116.9% | 0.21% | +121.3% |
| Q3 2021 | $715,000 | +521.7% | 7,471 | +520.5% | 0.09% | +452.9% |
| Q2 2021 | $115,000 | +21.1% | 1,204 | +12.6% | 0.02% | -19.0% |
| Q1 2021 | $95,000 | +5.6% | 1,069 | -1.5% | 0.02% | +16.7% |
| Q4 2020 | $90,000 | +12.5% | 1,085 | +102.0% | 0.02% | 0.0% |
| Q3 2020 | $80,000 | -25.9% | 537 | -32.8% | 0.02% | -37.9% |
| Q2 2020 | $108,000 | +500.0% | 799 | +378.4% | 0.03% | +480.0% |
| Q1 2020 | $18,000 | -30.8% | 167 | -12.1% | 0.01% | -28.6% |
| Q4 2019 | $26,000 | -42.2% | 190 | -47.4% | 0.01% | -53.3% |
| Q3 2019 | $45,000 | -37.5% | 361 | -38.6% | 0.02% | -34.8% |
| Q2 2019 | $72,000 | +10.8% | 588 | +8.5% | 0.02% | 0.0% |
| Q1 2019 | $65,000 | +16.1% | 542 | +0.2% | 0.02% | 0.0% |
| Q4 2018 | $56,000 | -3.4% | 541 | +12.0% | 0.02% | +4.5% |
| Q3 2018 | $58,000 | +11.5% | 483 | +4.8% | 0.02% | +22.2% |
| Q2 2018 | $52,000 | +2.0% | 461 | 0.0% | 0.02% | -28.0% |
| Q1 2018 | $51,000 | -23.9% | 461 | -23.3% | 0.02% | -7.4% |
| Q4 2017 | $67,000 | +6.3% | 601 | 0.0% | 0.03% | -10.0% |
| Q3 2017 | $63,000 | +3.3% | 601 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $61,000 | +3.4% | 601 | 0.0% | 0.03% | -3.1% |
| Q1 2017 | $59,000 | +7.3% | 601 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $55,000 | – | 601 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |