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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360 | -56.6% | 4 | -50.0% | 0.00% | – |
| Q2 2023 | $829 | -99.2% | 8 | -99.1% | 0.00% | -100.0% |
| Q1 2023 | $97,803 | +65539.6% | 862 | -34.4% | 0.00% | 0.0% |
| Q4 2022 | $149 | -99.9% | 1,315 | -44.4% | 0.00% | -42.9% |
| Q3 2022 | $268,000 | +3.9% | 2,367 | +4.0% | 0.01% | -12.5% |
| Q2 2022 | $258,000 | -27.5% | 2,275 | -27.5% | 0.01% | +100.0% |
| Q1 2022 | $356,000 | +287.0% | 3,137 | +263.9% | 0.00% | +100.0% |
| Q4 2021 | $92,000 | -34.8% | 862 | -41.3% | 0.00% | -33.3% |
| Q3 2021 | $141,000 | +0.7% | 1,468 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $140,000 | +79.5% | 1,468 | +65.3% | 0.00% | +50.0% |
| Q1 2021 | $78,000 | +4.0% | 888 | -1.6% | 0.00% | -33.3% |
| Q4 2020 | $75,000 | +13.6% | 902 | +100.4% | 0.00% | -25.0% |
| Q3 2020 | $66,000 | +3.1% | 450 | -7.6% | 0.00% | -20.0% |
| Q2 2020 | $64,000 | +33.3% | 487 | +13.3% | 0.01% | 0.0% |
| Q1 2020 | $48,000 | +17.1% | 430 | +41.9% | 0.01% | +66.7% |
| Q4 2019 | $41,000 | +10.8% | 303 | 0.0% | 0.00% | +50.0% |
| Q3 2019 | $37,000 | +270.0% | 303 | +248.3% | 0.00% | +100.0% |
| Q1 2019 | $10,000 | -75.0% | 87 | -78.0% | 0.00% | -50.0% |
| Q4 2018 | $40,000 | -31.0% | 396 | -19.2% | 0.00% | 0.0% |
| Q3 2018 | $58,000 | +5.5% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $55,000 | -21.4% | 490 | -22.5% | 0.00% | -33.3% |
| Q1 2018 | $70,000 | 0.0% | 632 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $70,000 | +89.2% | 632 | +79.0% | 0.00% | +200.0% |
| Q3 2017 | $37,000 | +2.8% | 353 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $36,000 | +2.9% | 353 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $35,000 | +9.4% | 353 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $32,000 | 0.0% | 353 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $32,000 | +3.2% | 353 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $31,000 | +210.0% | 353 | +305.7% | 0.00% | +100.0% |
| Q1 2016 | $10,000 | +150.0% | 87 | +74.0% | 0.00% | – |
| Q4 2015 | $4,000 | – | 50 | – | 0.00% | – |
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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% |