ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $154,000 | +62.1% | 1,758 | +102.5% | 0.01% | -21.4% |
| Q1 2020 | $95,000 | -18.1% | 868 | +0.3% | 0.01% | -6.7% |
| Q4 2019 | $116,000 | +9.4% | 865 | +0.5% | 0.02% | 0.0% |
| Q3 2019 | $106,000 | +1.9% | 861 | +0.5% | 0.02% | -6.2% |
| Q2 2019 | $104,000 | +3.0% | 857 | +0.5% | 0.02% | -5.9% |
| Q1 2019 | $101,000 | -40.6% | 853 | -48.3% | 0.02% | -48.5% |
| Q4 2018 | $170,000 | -13.3% | 1,650 | +0.4% | 0.03% | -8.3% |
| Q3 2018 | $196,000 | +117.8% | 1,643 | +105.4% | 0.04% | +100.0% |
| Q2 2018 | $90,000 | +1.1% | 800 | 0.0% | 0.02% | -10.0% |
| Q1 2018 | $89,000 | 0.0% | 800 | 0.0% | 0.02% | -13.0% |
| Q4 2017 | $89,000 | – | 800 | – | 0.02% | – |
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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% |