ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $511,864 | +8.7% | 5,689 | +13.1% | 0.12% | +9.6% |
Q2 2023 | $471,035 | +77.9% | 5,030 | +66.7% | 0.11% | +67.6% |
Q1 2023 | $264,824 | +7.0% | 3,017 | +0.3% | 0.07% | 0.0% |
Q4 2022 | $247,576 | -30.7% | 3,007 | -36.0% | 0.07% | -37.0% |
Q3 2022 | $357,000 | -5.8% | 4,699 | 0.0% | 0.11% | -3.6% |
Q2 2022 | $379,000 | +6.8% | 4,699 | +28.2% | 0.11% | +16.7% |
Q1 2022 | $355,000 | +59.2% | 3,665 | +74.4% | 0.10% | +60.0% |
Q4 2021 | $223,000 | +10.4% | 2,102 | 0.0% | 0.06% | -6.2% |
Q3 2021 | $202,000 | – | 2,102 | – | 0.06% | – |
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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% |