ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $343 | -24.9% | 3,659 | -29.7% | 0.03% | -18.9% |
| Q1 2023 | $457 | -100.0% | 5,204 | -14.2% | 0.04% | -15.9% |
| Q4 2022 | $499,176,870 | +93730.2% | 6,064 | -13.4% | 0.04% | -15.4% |
| Q3 2022 | $532,000 | +44.2% | 7,003 | -4.3% | 0.05% | +40.5% |
| Q2 2022 | $369,000 | -31.8% | 7,315 | +30.9% | 0.04% | -17.8% |
| Q1 2022 | $541,000 | +11.5% | 5,589 | +22.7% | 0.04% | +9.8% |
| Q4 2021 | $485,000 | +41.8% | 4,556 | +27.8% | 0.04% | +7.9% |
| Q3 2021 | $342,000 | +14.8% | 3,565 | +14.2% | 0.04% | -9.5% |
| Q2 2021 | $298,000 | +37.3% | 3,121 | +26.3% | 0.04% | +50.0% |
| Q1 2021 | $217,000 | – | 2,471 | – | 0.03% | – |
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% |