ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,426 | -3.9% | 4,295 | 0.0% | 0.13% | -0.8% |
| Q2 2023 | $402,189 | +6.8% | 4,295 | +0.1% | 0.13% | +1.5% |
| Q1 2023 | $376,704 | +15.9% | 4,292 | +0.4% | 0.13% | +2.4% |
| Q3 2022 | $325,000 | -5.8% | 4,276 | 0.0% | 0.13% | -10.6% |
| Q2 2022 | $345,000 | -16.7% | 4,276 | +0.1% | 0.14% | -4.1% |
| Q1 2022 | $414,000 | -8.8% | 4,273 | +0.1% | 0.15% | -19.1% |
| Q4 2021 | $454,000 | +11.0% | 4,269 | +0.2% | 0.18% | +2.8% |
| Q3 2021 | $409,000 | +0.5% | 4,262 | 0.0% | 0.18% | 0.0% |
| Q2 2021 | $407,000 | +8.8% | 4,262 | +0.1% | 0.18% | -0.6% |
| Q1 2021 | $374,000 | +3.3% | 4,257 | -3.3% | 0.18% | +33.6% |
| Q4 2020 | $362,000 | +12.1% | 4,401 | +100.1% | 0.13% | 0.0% |
| Q3 2020 | $323,000 | +9.9% | 2,199 | +0.1% | 0.13% | -7.6% |
| Q2 2020 | $294,000 | +22.0% | 2,197 | +0.2% | 0.14% | -4.6% |
| Q1 2020 | $241,000 | -18.0% | 2,192 | 0.0% | 0.15% | +17.8% |
| Q4 2019 | $294,000 | +8.9% | 2,192 | +0.3% | 0.13% | -2.3% |
| Q3 2019 | $270,000 | +1.5% | 2,186 | 0.0% | 0.13% | -2.9% |
| Q2 2019 | $266,000 | +3.1% | 2,186 | +0.1% | 0.14% | -2.2% |
| Q1 2019 | $258,000 | +14.7% | 2,184 | +0.1% | 0.14% | +14.9% |
| Q4 2018 | $225,000 | -13.5% | 2,182 | +0.2% | 0.12% | -4.7% |
| Q3 2018 | $260,000 | +6.1% | 2,177 | +0.1% | 0.13% | -11.8% |
| Q2 2018 | $245,000 | +45.0% | 2,174 | +43.0% | 0.14% | +39.8% |
| Q1 2018 | $169,000 | +20.7% | 1,520 | +20.4% | 0.10% | +19.8% |
| Q4 2017 | $140,000 | +50.5% | 1,262 | +41.6% | 0.09% | +43.3% |
| Q3 2017 | $93,000 | +2.2% | 891 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $91,000 | -35.5% | 891 | -38.1% | 0.06% | -38.4% |
| Q1 2017 | $141,000 | -29.9% | 1,440 | -34.0% | 0.10% | -35.3% |
| Q4 2016 | $201,000 | – | 2,182 | – | 0.15% | – |
Download | ||||||
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% |