ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,281 | -3.9% | 2,726 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $255,286 | +3.4% | 2,726 | -3.1% | 0.06% | -1.6% |
| Q1 2023 | $246,864 | +6.7% | 2,812 | +0.0% | 0.06% | -22.8% |
| Q4 2022 | $231,459 | -10.6% | 2,811 | -17.8% | 0.08% | -9.2% |
| Q3 2022 | $259,000 | -5.8% | 3,418 | +0.3% | 0.09% | -5.4% |
| Q2 2022 | $275,000 | -15.1% | 3,409 | +1.6% | 0.09% | +2.2% |
| Q1 2022 | $324,000 | -5.3% | 3,356 | +4.2% | 0.09% | -6.2% |
| Q4 2021 | $342,000 | +97.7% | 3,222 | +78.2% | 0.10% | +84.6% |
| Q3 2021 | $173,000 | +0.6% | 1,808 | +0.2% | 0.05% | +2.0% |
| Q2 2021 | $172,000 | +12.4% | 1,804 | +3.3% | 0.05% | +6.2% |
| Q1 2021 | $153,000 | +14.2% | 1,747 | +7.2% | 0.05% | +9.1% |
| Q4 2020 | $134,000 | +12.6% | 1,630 | +100.5% | 0.04% | 0.0% |
| Q3 2020 | $119,000 | +60.8% | 813 | +46.2% | 0.04% | +63.0% |
| Q2 2020 | $74,000 | +23.3% | 556 | +0.4% | 0.03% | +12.5% |
| Q1 2020 | $60,000 | -18.9% | 554 | +0.4% | 0.02% | -4.0% |
| Q4 2019 | $74,000 | +8.8% | 552 | +0.4% | 0.02% | +4.2% |
| Q3 2019 | $68,000 | +4.6% | 550 | +2.0% | 0.02% | 0.0% |
| Q2 2019 | $65,000 | +3.2% | 539 | +0.4% | 0.02% | +4.3% |
| Q1 2019 | $63,000 | +16.7% | 537 | +0.4% | 0.02% | +4.5% |
| Q4 2018 | $54,000 | -5.3% | 535 | +11.7% | 0.02% | 0.0% |
| Q3 2018 | $57,000 | -16.2% | 479 | -21.6% | 0.02% | -18.5% |
| Q2 2018 | $68,000 | +61.9% | 611 | +58.3% | 0.03% | +58.8% |
| Q1 2018 | $42,000 | +1300.0% | 386 | +1106.2% | 0.02% | +1600.0% |
| Q4 2017 | $3,000 | +50.0% | 32 | +28.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | +100.0% | 25 | +31.6% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | 0.0% | 19 | +35.7% | 0.00% | 0.0% |
| Q3 2016 | $1,000 | 0.0% | 14 | +7.7% | 0.00% | 0.0% |
| Q2 2016 | $1,000 | – | 13 | +116.7% | 0.00% | – |
| Q1 2016 | $0 | – | 6 | – | 0.00% | – |
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% |