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 | $1,031 | -3.9% | 11,455 | 0.0% | 0.17% | -1.7% |
| Q2 2023 | $1,073 | +6.8% | 11,455 | 0.0% | 0.18% | +2.3% |
| Q1 2023 | $1,005 | +6.6% | 11,455 | 0.0% | 0.17% | -1.1% |
| Q4 2022 | $943 | -99.9% | 11,455 | 0.0% | 0.17% | 0.0% |
| Q3 2022 | $870,000 | +16.9% | 11,455 | +24.3% | 0.17% | +21.7% |
| Q2 2022 | $744,000 | +2.2% | 9,215 | +22.5% | 0.14% | +14.4% |
| Q1 2022 | $728,000 | -5.7% | 7,520 | +3.4% | 0.12% | -3.1% |
| Q4 2021 | $772,000 | +22.9% | 7,270 | +11.0% | 0.13% | +11.2% |
| Q3 2021 | $628,000 | +0.3% | 6,550 | 0.0% | 0.12% | -4.1% |
| Q2 2021 | $626,000 | +8.9% | 6,550 | 0.0% | 0.12% | -0.8% |
| Q1 2021 | $575,000 | +6.7% | 6,550 | 0.0% | 0.12% | -7.6% |
| Q4 2020 | $539,000 | +11.8% | 6,550 | +100.0% | 0.13% | -5.7% |
| Q3 2020 | $482,000 | +10.0% | 3,275 | 0.0% | 0.14% | -1.4% |
| Q2 2020 | $438,000 | +22.0% | 3,275 | 0.0% | 0.14% | +2.2% |
| Q1 2020 | $359,000 | -18.2% | 3,275 | 0.0% | 0.14% | +6.9% |
| Q4 2019 | $439,000 | +8.4% | 3,275 | 0.0% | 0.13% | -3.7% |
| Q3 2019 | $405,000 | +1.5% | 3,275 | 0.0% | 0.14% | +1.5% |
| Q2 2019 | $399,000 | +3.1% | 3,275 | 0.0% | 0.13% | -2.2% |
| Q1 2019 | $387,000 | +14.5% | 3,275 | 0.0% | 0.14% | 0.0% |
| Q4 2018 | $338,000 | -17.4% | 3,275 | -4.5% | 0.14% | -5.6% |
| Q3 2018 | $409,000 | +5.7% | 3,429 | 0.0% | 0.14% | -2.0% |
| Q2 2018 | $387,000 | +1.8% | 3,429 | 0.0% | 0.15% | +1.4% |
| Q1 2018 | $380,000 | -6.2% | 3,429 | -6.0% | 0.14% | -3.3% |
| Q4 2017 | $405,000 | +6.3% | 3,649 | 0.0% | 0.15% | +2.7% |
| Q3 2017 | $381,000 | +2.1% | 3,649 | 0.0% | 0.15% | -2.0% |
| Q2 2017 | $373,000 | +3.9% | 3,649 | 0.0% | 0.15% | -0.7% |
| Q1 2017 | $359,000 | +0.6% | 3,649 | -5.8% | 0.15% | -3.2% |
| Q4 2016 | $357,000 | +1.4% | 3,875 | 0.0% | 0.16% | -0.6% |
| Q3 2016 | $352,000 | +5.1% | 3,875 | 0.0% | 0.16% | +1.3% |
| Q2 2016 | $335,000 | +1.5% | 3,875 | 0.0% | 0.15% | -2.5% |
| Q1 2016 | $330,000 | +2.2% | 3,875 | 0.0% | 0.16% | -9.2% |
| Q4 2015 | $323,000 | +5.9% | 3,875 | 0.0% | 0.17% | -3.3% |
| Q3 2015 | $305,000 | -7.6% | 3,875 | 0.0% | 0.18% | +4.7% |
| Q2 2015 | $330,000 | -0.9% | 3,875 | 0.0% | 0.17% | 0.0% |
| Q1 2015 | $333,000 | -0.3% | 3,875 | 0.0% | 0.17% | 0.0% |
| Q4 2014 | $334,000 | -5.1% | 3,875 | -9.4% | 0.17% | -5.5% |
| Q3 2014 | $352,000 | 0.0% | 4,275 | 0.0% | 0.18% | +2.8% |
| Q2 2014 | $352,000 | +5.4% | 4,275 | 0.0% | 0.18% | -10.2% |
| Q1 2014 | $334,000 | +1.8% | 4,275 | 0.0% | 0.20% | -3.4% |
| Q4 2013 | $328,000 | +8.6% | 4,275 | 0.0% | 0.20% | 0.0% |
| Q3 2013 | $302,000 | +4.5% | 4,275 | 0.0% | 0.20% | -1.0% |
| Q2 2013 | $289,000 | – | 4,275 | – | 0.21% | – |
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% |