ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $941,000 | -46.0% | 11,666 | -35.1% | 0.71% | +79.2% |
| Q1 2022 | $1,742,000 | -8.8% | 17,986 | 0.0% | 0.40% | -2.5% |
| Q4 2021 | $1,911,000 | +9.5% | 17,986 | -1.1% | 0.40% | +3.1% |
| Q3 2021 | $1,745,000 | +0.4% | 18,186 | 0.0% | 0.39% | -0.5% |
| Q2 2021 | $1,738,000 | +7.2% | 18,186 | -1.5% | 0.40% | -1.7% |
| Q1 2021 | $1,621,000 | +6.6% | 18,462 | 0.0% | 0.40% | +43.6% |
| Q4 2020 | $1,520,000 | +10.2% | 18,462 | +96.9% | 0.28% | -3.4% |
| Q3 2020 | $1,379,000 | +10.5% | 9,378 | +0.6% | 0.29% | +7.4% |
| Q2 2020 | $1,248,000 | +21.9% | 9,326 | 0.0% | 0.27% | +1.9% |
| Q1 2020 | $1,024,000 | -18.5% | 9,326 | -0.5% | 0.26% | -1.1% |
| Q4 2019 | $1,256,000 | +1.5% | 9,373 | -6.4% | 0.27% | +22.4% |
| Q3 2019 | $1,238,000 | +11.2% | 10,013 | +1.9% | 0.22% | -13.8% |
| Q2 2019 | $1,113,000 | -5.1% | 9,823 | -1.0% | 0.25% | +13.9% |
| Q1 2019 | $1,173,000 | +5.5% | 9,918 | -8.0% | 0.22% | -7.1% |
| Q4 2018 | $1,112,000 | -13.9% | 10,777 | 0.0% | 0.24% | -7.3% |
| Q3 2018 | $1,291,000 | +5.7% | 10,777 | 0.0% | 0.26% | -1.9% |
| Q2 2018 | $1,221,000 | +2.2% | 10,777 | 0.0% | 0.26% | -0.8% |
| Q1 2018 | $1,195,000 | -0.2% | 10,777 | 0.0% | 0.27% | -5.7% |
| Q4 2017 | $1,197,000 | – | 10,777 | – | 0.28% | – |
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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% |