ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221 | -6.4% | 2,459 | -2.3% | 0.02% | -15.0% |
| Q2 2023 | $236 | +9.3% | 2,517 | +2.4% | 0.02% | 0.0% |
| Q1 2023 | $216 | +6.9% | 2,459 | 0.0% | 0.02% | -13.0% |
| Q4 2022 | $202 | -99.9% | 2,459 | -2.7% | 0.02% | -4.2% |
| Q2 2022 | $204,000 | -31.8% | 2,528 | -18.1% | 0.02% | -25.0% |
| Q1 2022 | $299,000 | -9.4% | 3,087 | -0.7% | 0.03% | -11.1% |
| Q4 2021 | $330,000 | +7.5% | 3,108 | -3.0% | 0.04% | -21.7% |
| Q3 2021 | $307,000 | -5.2% | 3,204 | -5.7% | 0.05% | -6.1% |
| Q2 2021 | $324,000 | +8.7% | 3,396 | 0.0% | 0.05% | +2.1% |
| Q1 2021 | $298,000 | +4.6% | 3,396 | -1.7% | 0.05% | +11.6% |
| Q4 2020 | $285,000 | +12.2% | 3,456 | +100.0% | 0.04% | +13.2% |
| Q3 2020 | $254,000 | +2.4% | 1,728 | -6.6% | 0.04% | +2.7% |
| Q2 2020 | $248,000 | +22.2% | 1,851 | 0.0% | 0.04% | -15.9% |
| Q1 2020 | $203,000 | -20.4% | 1,851 | -2.6% | 0.04% | -10.2% |
| Q4 2019 | $255,000 | – | 1,901 | – | 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% |