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 | $23,947 | +95688.0% | 265 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $25 | +13.6% | 265 | +8.2% | 0.01% | 0.0% |
| Q1 2023 | $22 | +10.0% | 245 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $20 | -99.9% | 245 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $19,000 | -5.0% | 245 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 245 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $24,000 | -7.7% | 245 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 245 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | +9.1% | 245 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $22,000 | +29.4% | 245 | +16.7% | 0.01% | +22.2% |
| Q4 2020 | $17,000 | 0.0% | 210 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +70.0% | 105 | +40.0% | 0.01% | +50.0% |
| Q2 2020 | $10,000 | +100.0% | 75 | +87.5% | 0.01% | +100.0% |
| Q1 2020 | $5,000 | – | 40 | – | 0.00% | – |
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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% |