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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $450,000 | +26.1% | 4,713 | +15.7% | 0.12% | +14.4% |
| Q1 2021 | $357,000 | +7.9% | 4,073 | +1.7% | 0.10% | +2.0% |
| Q4 2020 | $331,000 | +17.4% | 4,006 | +109.7% | 0.10% | +1.0% |
| Q3 2020 | $282,000 | +11.5% | 1,910 | +2.0% | 0.10% | +5.2% |
| Q2 2020 | $253,000 | +7.2% | 1,873 | +6.5% | 0.10% | -6.8% |
| Q4 2019 | $236,000 | +6.3% | 1,759 | -2.3% | 0.10% | -4.6% |
| Q3 2019 | $222,000 | +1.8% | 1,801 | 0.0% | 0.11% | -6.9% |
| Q2 2019 | $218,000 | +4.3% | 1,801 | +2.4% | 0.12% | -3.3% |
| Q1 2019 | $209,000 | +3.0% | 1,759 | +3.5% | 0.12% | -9.8% |
| Q3 2018 | $203,000 | – | 1,699 | – | 0.13% | – |
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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% |