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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $11,893 | +6.7% | 127 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $11,147 | -96.7% | 127 | -96.9% | 0.00% | -97.6% |
Q4 2022 | $336,747 | +8.6% | 4,091 | +0.3% | 0.04% | +2.4% |
Q3 2022 | $310,000 | -5.5% | 4,078 | +0.4% | 0.04% | +2.5% |
Q2 2022 | $328,000 | -16.5% | 4,063 | +0.2% | 0.04% | -4.8% |
Q1 2022 | $393,000 | -8.6% | 4,055 | +0.2% | 0.04% | -8.7% |
Q4 2021 | $430,000 | +11.1% | 4,046 | +0.2% | 0.05% | +7.0% |
Q3 2021 | $387,000 | +283.2% | 4,038 | +281.7% | 0.04% | +290.9% |
Q2 2021 | $101,000 | +8.6% | 1,058 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $93,000 | -21.8% | 1,058 | +5.8% | 0.01% | -71.1% |
Q3 2018 | $119,000 | +5.3% | 1,000 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $113,000 | +1.8% | 1,000 | 0.0% | 0.04% | -9.5% |
Q1 2018 | $111,000 | 0.0% | 1,000 | 0.0% | 0.04% | -16.0% |
Q4 2017 | $111,000 | +5.7% | 1,000 | 0.0% | 0.05% | -3.8% |
Q3 2017 | $105,000 | – | 1,000 | – | 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% |