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 | $895,141 | -4.7% | 9,949 | -0.8% | 0.26% | -2.6% |
| Q2 2023 | $939,145 | +7.2% | 10,029 | +0.5% | 0.26% | +3.1% |
| Q1 2023 | $876,229 | +106757.2% | 9,983 | +0.2% | 0.26% | +12750.0% |
| Q4 2022 | $820 | -99.9% | 9,964 | +0.0% | 0.00% | 0.0% |
| Q3 2022 | $756,000 | -4.2% | 9,962 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $789,000 | -22.6% | 9,787 | -7.0% | 0.00% | 0.0% |
| Q1 2022 | $1,019,000 | -21.7% | 10,527 | -14.1% | 0.00% | -33.3% |
| Q4 2021 | $1,301,000 | +8.1% | 12,252 | -2.4% | 0.00% | 0.0% |
| Q3 2021 | $1,204,000 | -5.9% | 12,552 | -6.4% | 0.00% | 0.0% |
| Q2 2021 | $1,280,000 | +9.0% | 13,404 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $1,174,000 | +0.6% | 13,378 | -5.6% | 0.00% | 0.0% |
| Q4 2020 | $1,167,000 | +5.9% | 14,173 | +89.1% | 0.00% | +200.0% |
| Q3 2020 | $1,102,000 | +9.1% | 7,496 | -0.8% | 0.00% | 0.0% |
| Q2 2020 | $1,010,000 | +18.0% | 7,555 | -3.2% | 0.00% | 0.0% |
| Q1 2020 | $856,000 | +1.3% | 7,806 | +12.5% | 0.00% | -50.0% |
| Q2 2019 | $845,000 | -99.8% | 6,939 | +43.7% | 0.00% | -98.9% |
| Q4 2018 | $497,959,000 | +16.0% | 4,828 | +26.8% | 0.18% | +20.5% |
| Q2 2018 | $429,357,000 | +41.0% | 3,807 | +34.2% | 0.15% | -9.6% |
| Q1 2018 | $304,541,000 | +7.8% | 2,837 | +14.6% | 0.17% | +9.2% |
| Q4 2017 | $282,511,000 | +21.2% | 2,476 | +12.2% | 0.15% | +8.5% |
| Q3 2017 | $233,103,000 | +31.6% | 2,207 | +27.2% | 0.14% | +21.6% |
| Q2 2017 | $177,143,000 | +88.1% | 1,735 | +79.8% | 0.12% | +157.8% |
| Q1 2017 | $94,184,000 | – | 965 | – | 0.04% | – |
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% |