ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 243 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,584 | -14.1% | 3,436 | -9.8% | 0.02% | -11.8% |
| Q2 2023 | $356,772 | +8.1% | 3,810 | +0.2% | 0.02% | -5.6% |
| Q1 2023 | $329,944 | +36.6% | 3,803 | +29.6% | 0.02% | +5.9% |
| Q4 2022 | $241,584 | +0.2% | 2,935 | +0.4% | 0.02% | -5.6% |
| Q3 2022 | $241,000 | +18.1% | 2,924 | +15.8% | 0.02% | +12.5% |
| Q2 2022 | $204,000 | -3.8% | 2,526 | +0.3% | 0.02% | -5.9% |
| Q1 2022 | $212,000 | +21100.0% | 2,519 | +20891.7% | 0.02% | – |
| Q3 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -94.7% | 12 | -94.4% | 0.00% | -100.0% |
| Q1 2021 | $19,000 | +5.6% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 214 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +14.3% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -14.3% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | +7.7% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 107 | +5.9% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | +20.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | – | 101 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |