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 | $66,038 | -3.9% | 734 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $68,732 | +3.6% | 734 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $66,354 | +9.8% | 756 | +3.0% | 0.00% | -33.3% |
| Q4 2022 | $60,423 | +6.0% | 734 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $57,000 | -1.7% | 754 | +5.6% | 0.00% | 0.0% |
| Q2 2022 | $58,000 | -17.1% | 714 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -88.6% | 714 | -87.6% | 0.00% | -87.0% |
| Q4 2021 | $613,000 | +788.4% | 5,773 | +708.5% | 0.02% | +666.7% |
| Q3 2021 | $69,000 | +1.5% | 714 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $68,000 | +7.9% | 714 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $63,000 | +6.8% | 714 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $59,000 | -82.2% | 714 | -68.4% | 0.00% | -85.7% |
| Q3 2020 | $332,000 | -20.6% | 2,257 | -27.8% | 0.02% | -22.2% |
| Q2 2020 | $418,000 | +36.6% | 3,126 | +12.0% | 0.03% | +8.0% |
| Q1 2020 | $306,000 | -18.2% | 2,791 | 0.0% | 0.02% | -10.7% |
| Q4 2019 | $374,000 | -42.1% | 2,791 | -46.6% | 0.03% | -49.1% |
| Q3 2019 | $646,000 | +21.9% | 5,223 | +20.1% | 0.06% | +5.8% |
| Q2 2019 | $530,000 | +61.1% | 4,348 | +56.5% | 0.05% | +40.5% |
| Q1 2019 | $329,000 | +9.3% | 2,779 | -4.8% | 0.04% | -11.9% |
| Q4 2018 | $301,000 | -13.5% | 2,919 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $348,000 | +5.8% | 2,919 | 0.0% | 0.04% | -8.5% |
| Q2 2018 | $329,000 | -16.7% | 2,919 | -18.1% | 0.05% | -24.2% |
| Q1 2018 | $395,000 | +0.3% | 3,563 | +0.6% | 0.06% | -3.1% |
| Q4 2017 | $394,000 | +5.9% | 3,543 | +2.6% | 0.06% | 0.0% |
| Q3 2017 | $372,000 | +4.2% | 3,454 | 0.0% | 0.06% | -4.5% |
| Q2 2017 | $357,000 | -46.2% | 3,454 | -48.2% | 0.07% | +1.5% |
| Q1 2017 | $664,000 | +208.8% | 6,668 | +185.7% | 0.07% | +32.0% |
| Q4 2016 | $215,000 | – | 2,334 | – | 0.05% | – |
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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% |