ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 123 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,825,000 | -22.2% | 25,435 | -26.8% | 2.52% | +0.3% |
| Q3 2017 | $3,632,000 | +1.9% | 34,755 | -0.3% | 2.51% | -4.4% |
| Q2 2017 | $3,564,000 | +2.9% | 34,855 | -1.1% | 2.63% | +9.7% |
| Q1 2017 | $3,462,000 | +8.2% | 35,240 | +1.3% | 2.40% | -1.8% |
| Q4 2016 | $3,201,000 | -3.4% | 34,790 | -4.5% | 2.44% | -4.2% |
| Q3 2016 | $3,315,000 | +11.1% | 36,440 | +5.6% | 2.55% | +9.3% |
| Q2 2016 | $2,983,000 | – | 34,500 | – | 2.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |