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 | $912,296 | -3.4% | 10,140 | +0.5% | 0.33% | -2.1% |
| Q2 2023 | $944,828 | +7.2% | 10,090 | +0.4% | 0.34% | -0.9% |
| Q1 2023 | $881,650 | +5.5% | 10,045 | -1.1% | 0.34% | -2.3% |
| Q4 2022 | $835,713 | +8.4% | 10,152 | 0.0% | 0.35% | +6.5% |
| Q3 2022 | $771,000 | -5.6% | 10,152 | +0.2% | 0.32% | -7.7% |
| Q2 2022 | $817,000 | -13.6% | 10,129 | +3.7% | 0.35% | +6.0% |
| Q1 2022 | $946,000 | -8.9% | 9,769 | 0.0% | 0.33% | -2.4% |
| Q4 2021 | $1,038,000 | +11.1% | 9,769 | +0.3% | 0.34% | +5.9% |
| Q3 2021 | $934,000 | +1.7% | 9,739 | +1.4% | 0.32% | +5.6% |
| Q2 2021 | $918,000 | +61.6% | 9,609 | +48.5% | 0.30% | +45.5% |
| Q1 2021 | $568,000 | +47.2% | 6,470 | +38.0% | 0.21% | +37.5% |
| Q4 2020 | $386,000 | +15.2% | 4,690 | +106.2% | 0.15% | -3.8% |
| Q3 2020 | $335,000 | +10.2% | 2,275 | 0.0% | 0.16% | +5.3% |
| Q2 2020 | $304,000 | -5.0% | 2,275 | -22.0% | 0.15% | -26.5% |
| Q1 2020 | $320,000 | -16.4% | 2,918 | +2.2% | 0.20% | +11.5% |
| Q4 2019 | $383,000 | +22.8% | 2,856 | +13.0% | 0.18% | +18.1% |
| Q3 2019 | $312,000 | +1.3% | 2,528 | 0.0% | 0.16% | -8.3% |
| Q2 2019 | $308,000 | +3.0% | 2,528 | 0.0% | 0.17% | +5.6% |
| Q1 2019 | $299,000 | +14.6% | 2,528 | 0.0% | 0.16% | -4.8% |
| Q4 2018 | $261,000 | – | 2,528 | – | 0.17% | – |
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% |