ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $938,715 | -6.0% | 10,434 | -2.2% | 0.06% | -4.5% |
| Q2 2023 | $998,915 | +8.9% | 10,668 | +2.1% | 0.07% | -6.9% |
| Q1 2023 | $917,276 | +5.6% | 10,450 | -1.0% | 0.07% | -6.5% |
| Q4 2022 | $868,810 | +20.7% | 10,554 | +11.2% | 0.08% | +14.9% |
| Q3 2022 | $720,000 | -55.5% | 9,493 | -56.2% | 0.07% | -56.5% |
| Q2 2022 | $1,619,000 | +93.7% | 21,649 | +150.7% | 0.15% | +126.5% |
| Q1 2022 | $836,000 | +4.1% | 8,634 | +14.1% | 0.07% | +6.2% |
| Q4 2021 | $803,000 | +2409.4% | 7,565 | +23540.6% | 0.06% | +1500.0% |
| Q3 2021 | $32,000 | -92.1% | 32 | -99.2% | 0.00% | -90.2% |
| Q2 2021 | $405,000 | +50.6% | 4,240 | +38.1% | 0.04% | +28.1% |
| Q1 2021 | $269,000 | +7.2% | 3,071 | +0.8% | 0.03% | -8.6% |
| Q4 2020 | $251,000 | – | 3,048 | – | 0.04% | – |
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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% |