ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $284 | +11.4% | 2,820 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $255 | -3.4% | 2,820 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $264 | +6.5% | 2,820 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $248 | +6.9% | 2,820 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $232 | -99.9% | 2,820 | -6.6% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -6.9% | 3,020 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $246,000 | -17.7% | 3,047 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $299,000 | -8.8% | 3,087 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $328,000 | +10.8% | 3,087 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $296,000 | -6.6% | 3,087 | -7.1% | 0.01% | 0.0% |
| Q2 2021 | $317,000 | +7.8% | 3,322 | -0.8% | 0.01% | 0.0% |
| Q1 2021 | $294,000 | +5.0% | 3,350 | -1.5% | 0.01% | 0.0% |
| Q4 2020 | $280,000 | +12.0% | 3,400 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $250,000 | +5.5% | 1,700 | -4.2% | 0.01% | 0.0% |
| Q2 2020 | $237,000 | +11.3% | 1,775 | -8.5% | 0.01% | 0.0% |
| Q1 2020 | $213,000 | -11.2% | 1,940 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $240,000 | -90.6% | 1,940 | -90.7% | 0.01% | -93.7% |
| Q2 2019 | $2,548,000 | +12.4% | 20,904 | +9.1% | 0.10% | +9.2% |
| Q1 2019 | $2,267,000 | +29.0% | 19,169 | +12.5% | 0.09% | +16.0% |
| Q4 2018 | $1,758,000 | -12.1% | 17,041 | +1.8% | 0.08% | 0.0% |
| Q3 2018 | $1,999,000 | +19.3% | 16,746 | +12.7% | 0.08% | +10.3% |
| Q2 2018 | $1,676,000 | +14.4% | 14,856 | +12.5% | 0.07% | +13.3% |
| Q1 2018 | $1,465,000 | +0.5% | 13,211 | +0.7% | 0.06% | +3.4% |
| Q4 2017 | $1,457,000 | +208.7% | 13,121 | +190.3% | 0.06% | +190.0% |
| Q3 2017 | $472,000 | +8.3% | 4,520 | +6.1% | 0.02% | 0.0% |
| Q2 2017 | $436,000 | +72.3% | 4,260 | +65.4% | 0.02% | +66.7% |
| Q1 2017 | $253,000 | +166.3% | 2,575 | +150.0% | 0.01% | +200.0% |
| Q4 2016 | $95,000 | +46.2% | 1,030 | +44.1% | 0.00% | +33.3% |
| Q3 2016 | $65,000 | +51.2% | 715 | +44.4% | 0.00% | +50.0% |
| Q2 2016 | $43,000 | – | 495 | – | 0.00% | – |
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% |