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 | $287,201 | -46.7% | 3,192 | -44.5% | 0.01% | -50.0% |
| Q2 2023 | $538,971 | -12.5% | 5,756 | -18.0% | 0.03% | -22.2% |
| Q1 2023 | $616,129 | -31.2% | 7,020 | -35.5% | 0.04% | -41.0% |
| Q4 2022 | $895,781 | -2.5% | 10,882 | -10.1% | 0.06% | -12.9% |
| Q3 2022 | $919,000 | -36.4% | 12,106 | -32.4% | 0.07% | -36.9% |
| Q2 2022 | $1,445,000 | -24.4% | 17,903 | -9.3% | 0.11% | -16.5% |
| Q1 2022 | $1,912,000 | -7.3% | 19,748 | +1.7% | 0.13% | -9.5% |
| Q4 2021 | $2,062,000 | +0.1% | 19,410 | -9.5% | 0.15% | -5.2% |
| Q3 2021 | $2,059,000 | -0.7% | 21,454 | -1.1% | 0.16% | -5.5% |
| Q2 2021 | $2,073,000 | +28.4% | 21,693 | +18.0% | 0.16% | +9.3% |
| Q1 2021 | $1,614,000 | +316.0% | 18,380 | +289.6% | 0.15% | +316.7% |
| Q4 2020 | $388,000 | +19.4% | 4,718 | +113.6% | 0.04% | -2.7% |
| Q3 2020 | $325,000 | +59.3% | 2,209 | +45.2% | 0.04% | +32.1% |
| Q4 2019 | $204,000 | – | 1,521 | – | 0.03% | – |
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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% |