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 2022 | $2,363,000 | -5.9% | 31,130 | 0.0% | 0.38% | -1.3% |
| Q2 2022 | $2,512,000 | -16.7% | 31,130 | 0.0% | 0.39% | -4.0% |
| Q1 2022 | $3,015,000 | -8.9% | 31,130 | 0.0% | 0.40% | -4.1% |
| Q4 2021 | $3,308,000 | +10.2% | 31,130 | -0.5% | 0.42% | -1.2% |
| Q3 2021 | $3,003,000 | +0.4% | 31,300 | 0.0% | 0.42% | -4.3% |
| Q2 2021 | $2,990,000 | +1.8% | 31,300 | -6.4% | 0.44% | -8.5% |
| Q1 2021 | $2,938,000 | -46.9% | 33,450 | -50.2% | 0.48% | +1.3% |
| Q4 2020 | $5,534,000 | +123.9% | 67,220 | +300.0% | 0.48% | -1.4% |
| Q3 2020 | $2,472,000 | -12.0% | 16,805 | -20.0% | 0.48% | -19.7% |
| Q2 2020 | $2,809,000 | -41.2% | 21,000 | -51.7% | 0.60% | -7.5% |
| Q1 2020 | $4,774,000 | +59.0% | 43,500 | +94.2% | 0.65% | -9.2% |
| Q4 2019 | $3,002,000 | -77.3% | 22,400 | -79.1% | 0.72% | -61.0% |
| Q3 2019 | $13,234,000 | +7.8% | 107,070 | +6.3% | 1.84% | +5.2% |
| Q2 2019 | $12,274,000 | +27.2% | 100,720 | +23.4% | 1.75% | +16.1% |
| Q1 2019 | $9,652,000 | +130.2% | 81,620 | +100.8% | 1.51% | -3.9% |
| Q4 2018 | $4,192,000 | -10.8% | 40,640 | +3.3% | 1.57% | +0.6% |
| Q3 2018 | $4,697,000 | -52.8% | 39,355 | -55.4% | 1.56% | -12.1% |
| Q2 2018 | $9,960,000 | -1.1% | 88,300 | -2.6% | 1.78% | -12.1% |
| Q4 2017 | $10,072,000 | +4.7% | 90,680 | -1.5% | 2.02% | -2.1% |
| Q3 2017 | $9,622,000 | +106.8% | 92,080 | +102.4% | 2.06% | -7.1% |
| Q2 2017 | $4,653,000 | -52.6% | 45,500 | -54.5% | 2.22% | -12.0% |
| Q1 2017 | $9,816,000 | +141.9% | 99,900 | +126.5% | 2.52% | +21.2% |
| Q4 2016 | $4,058,000 | +1.6% | 44,100 | +0.4% | 2.08% | +2.0% |
| Q3 2016 | $3,996,000 | -33.3% | 43,930 | -36.6% | 2.04% | +21.4% |
| Q2 2016 | $5,990,000 | +146.1% | 69,280 | +142.2% | 1.68% | +17.0% |
| Q1 2016 | $2,434,000 | +22.9% | 28,600 | +20.4% | 1.44% | +1.8% |
| Q4 2015 | $1,980,000 | – | 23,750 | – | 1.41% | – |
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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% |