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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $32,892,577 | +10.5% | 377,600 | +4.7% | 0.08% | 0.0% |
| Q4 2022 | $29,756,192 | +7.9% | 360,600 | 0.0% | 0.08% | +4.1% |
| Q3 2022 | $27,570,000 | -4.7% | 360,600 | +0.6% | 0.07% | 0.0% |
| Q2 2022 | $28,936,000 | -69.8% | 358,600 | -63.8% | 0.07% | -27.5% |
| Q1 2022 | $95,968,000 | +124.7% | 991,000 | +146.6% | 0.10% | +12.1% |
| Q4 2021 | $42,713,000 | +70.0% | 401,900 | +53.5% | 0.09% | +42.2% |
| Q3 2021 | $25,129,000 | +0.4% | 261,900 | 0.0% | 0.06% | -8.6% |
| Q2 2021 | $25,022,000 | +743.1% | 261,900 | +674.9% | 0.07% | +600.0% |
| Q1 2021 | $2,968,000 | -62.1% | 33,800 | -64.4% | 0.01% | -65.5% |
| Q4 2020 | $7,822,000 | +2122.2% | 95,000 | +2200.2% | 0.03% | +190.0% |
| Q1 2016 | $352,000 | – | 4,130 | – | 0.01% | – |
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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% |