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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $49,000 | +11.4% | 600 | +100.0% | 0.01% | -18.2% |
| Q3 2020 | $44,000 | +10.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $40,000 | +17.6% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $34,000 | -19.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $42,000 | +10.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | +5.6% | 300 | 0.0% | 0.01% | +10.0% |
| Q1 2019 | $36,000 | +12.5% | 300 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $32,000 | -11.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $34,000 | -99.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $33,258,000 | -0.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $33,322,000 | +6.3% | 300 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $31,350,000 | +2.2% | 300 | 0.0% | 0.01% | +25.0% |
| Q2 2017 | $30,678,000 | +4.1% | 300 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $29,476,000 | -13.4% | 300 | -18.9% | 0.01% | -10.0% |
| Q4 2016 | $34,044,000 | +167.3% | 370 | -78.6% | 0.01% | +400.0% |
| Q3 2016 | $12,736,000 | -91.6% | 1,730 | -1.5% | 0.00% | -95.6% |
| Q2 2016 | $151,748,000 | +1.6% | 1,756 | +0.1% | 0.04% | 0.0% |
| Q1 2016 | $149,386,000 | +2.1% | 1,755 | -0.1% | 0.04% | +7.1% |
| Q4 2015 | $146,332,000 | +1.5% | 1,756 | -4.0% | 0.04% | -6.7% |
| Q3 2015 | $144,206,000 | -7.4% | 1,830 | 0.0% | 0.04% | +2.3% |
| Q2 2015 | $155,752,000 | -0.9% | 1,830 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $157,124,000 | -0.3% | 1,830 | 0.0% | 0.04% | -2.2% |
| Q4 2014 | $157,582,000 | -17.5% | 1,830 | -21.5% | 0.04% | -18.2% |
| Q3 2014 | $190,928,000 | +20.2% | 2,330 | +20.7% | 0.06% | +3.8% |
| Q2 2014 | $158,800,000 | +5.3% | 1,930 | 0.0% | 0.05% | +1.9% |
| Q1 2014 | $150,743,000 | +101753.4% | 1,930 | 0.0% | 0.05% | +2.0% |
| Q4 2013 | $148,000 | – | 1,930 | – | 0.05% | – |
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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% |