ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 208 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $513,333 | -3.5% | 5,706 | +0.4% | 0.05% | -6.9% |
Q2 2023 | $531,937 | +6.7% | 5,681 | +0.0% | 0.06% | +9.4% |
Q1 2023 | $498,538 | +7.9% | 5,680 | +1.2% | 0.05% | 0.0% |
Q4 2022 | $462,240 | +2.7% | 5,615 | -5.4% | 0.05% | +1.9% |
Q3 2022 | $450,000 | -7.4% | 5,933 | -1.5% | 0.05% | +2.0% |
Q2 2022 | $486,000 | -34.1% | 6,023 | -20.9% | 0.05% | -22.7% |
Q1 2022 | $737,000 | -27.6% | 7,614 | -20.5% | 0.07% | -13.2% |
Q4 2021 | $1,018,000 | +10.8% | 9,577 | +18.6% | 0.08% | +1.3% |
Q3 2021 | $919,000 | -0.5% | 8,076 | -16.5% | 0.08% | -2.6% |
Q2 2021 | $924,000 | +19.5% | 9,671 | +9.9% | 0.08% | +10.0% |
Q1 2021 | $773,000 | -25.5% | 8,801 | -30.2% | 0.07% | -31.4% |
Q4 2020 | $1,038,000 | +29.4% | 12,611 | +131.3% | 0.10% | +14.6% |
Q3 2020 | $802,000 | +10.0% | 5,453 | +0.1% | 0.09% | +3.5% |
Q2 2020 | $729,000 | +8.8% | 5,450 | -10.7% | 0.09% | -8.5% |
Q1 2020 | $670,000 | -56.2% | 6,103 | -46.5% | 0.09% | +16.0% |
Q4 2019 | $1,528,000 | +61.7% | 11,403 | +49.2% | 0.08% | -37.2% |
Q3 2019 | $945,000 | +37.0% | 7,645 | +34.8% | 0.13% | -34.5% |
Q2 2019 | $690,000 | +2.2% | 5,673 | -0.7% | 0.20% | +10.7% |
Q1 2019 | $675,000 | +16.2% | 5,715 | +1.6% | 0.18% | +2.9% |
Q4 2018 | $581,000 | -7.3% | 5,625 | +7.7% | 0.17% | -4.4% |
Q3 2018 | $627,000 | +20.8% | 5,225 | +14.0% | 0.18% | +2.3% |
Q2 2018 | $519,000 | +19.0% | 4,585 | +16.7% | 0.18% | +24.6% |
Q1 2018 | $436,000 | +0.2% | 3,930 | +0.3% | 0.14% | +2.2% |
Q4 2017 | $435,000 | +41.2% | 3,920 | +32.9% | 0.14% | +18.8% |
Q3 2017 | $308,000 | +2.0% | 2,950 | +0.2% | 0.12% | -7.1% |
Q2 2017 | $302,000 | +4.5% | 2,945 | 0.0% | 0.13% | +1.6% |
Q1 2017 | $289,000 | +7.0% | 2,945 | +0.5% | 0.12% | +29.2% |
Q4 2016 | $270,000 | +1.5% | 2,930 | 0.0% | 0.10% | -15.8% |
Q3 2016 | $266,000 | – | 2,930 | – | 0.11% | – |
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% |