ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,502 | -3.9% | 5,952 | 0.0% | 0.07% | -5.4% |
| Q2 2023 | $557,346 | +11.4% | 5,952 | +4.5% | 0.07% | +7.2% |
| Q1 2023 | $500,114 | +12.6% | 5,698 | +5.6% | 0.07% | +11.3% |
| Q4 2022 | $444,281 | +20.1% | 5,397 | +10.8% | 0.06% | +8.8% |
| Q3 2022 | $370,000 | +1.9% | 4,869 | +8.2% | 0.06% | +11.8% |
| Q2 2022 | $363,000 | -14.8% | 4,501 | +2.3% | 0.05% | -12.1% |
| Q1 2022 | $426,000 | -10.5% | 4,400 | -1.7% | 0.06% | -1.7% |
| Q4 2021 | $476,000 | +20.5% | 4,477 | +8.8% | 0.06% | +13.5% |
| Q3 2021 | $395,000 | +1.3% | 4,114 | +0.7% | 0.05% | +2.0% |
| Q2 2021 | $390,000 | +8.6% | 4,086 | 0.0% | 0.05% | +2.0% |
| Q1 2021 | $359,000 | – | 4,086 | – | 0.05% | – |
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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% |