ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 111 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $221,187 | -3.9% | 2,458 | 0.0% | 0.01% | -9.1% |
Q2 2023 | $230,210 | -4.9% | 2,458 | -0.0% | 0.01% | -92.2% |
Q1 2017 | $242,000 | +7.1% | 2,459 | 0.0% | 0.14% | -3.4% |
Q4 2016 | $226,000 | +0.9% | 2,459 | 0.0% | 0.15% | +0.7% |
Q3 2016 | $224,000 | +5.2% | 2,459 | 0.0% | 0.14% | +1.4% |
Q2 2016 | $213,000 | +1.9% | 2,459 | 0.0% | 0.14% | -4.7% |
Q1 2016 | $209,000 | +2.0% | 2,459 | 0.0% | 0.15% | +7.9% |
Q4 2015 | $205,000 | -1.9% | 2,459 | 0.0% | 0.14% | +10.3% |
Q2 2015 | $209,000 | -0.9% | 2,459 | 0.0% | 0.13% | +0.8% |
Q1 2015 | $211,000 | -0.5% | 2,459 | 0.0% | 0.12% | -6.0% |
Q4 2014 | $212,000 | – | 2,459 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
PayPay Securities Corp | 371 | $30,541 | 2.05% |
Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |