ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,844,524 | -19.4% | 20,414 | -16.5% | 0.01% | +133.3% |
Q2 2023 | $2,288,003 | +31.1% | 24,434 | +22.9% | 0.00% | -91.4% |
Q1 2023 | $1,745,306 | +6.6% | 19,885 | 0.0% | 0.04% | +66.7% |
Q4 2022 | $1,636,933 | +8.5% | 19,885 | 0.0% | 0.02% | +10.5% |
Q3 2022 | $1,509,000 | -6.1% | 19,885 | -0.2% | 0.02% | -5.0% |
Q2 2022 | $1,607,000 | -11.6% | 19,915 | +6.2% | 0.02% | +5.3% |
Q1 2022 | $1,817,000 | – | 18,760 | – | 0.02% | – |
Download |
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% |