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 | $453,402 | -2.3% | 5,039 | +1.7% | 0.04% | -5.0% |
| Q2 2023 | $464,123 | +6.7% | 4,956 | +0.0% | 0.04% | 0.0% |
| Q1 2023 | $434,821 | +6.7% | 4,954 | +0.1% | 0.04% | -4.8% |
| Q4 2022 | $407,534 | -49.9% | 4,950 | -53.8% | 0.04% | -10.6% |
| Q3 2022 | $813,000 | -5.7% | 10,712 | +0.2% | 0.05% | -4.1% |
| Q2 2022 | $862,000 | -16.6% | 10,690 | +0.0% | 0.05% | -2.0% |
| Q1 2022 | $1,034,000 | +59.1% | 10,685 | +74.2% | 0.05% | -21.9% |
| Q4 2021 | $650,000 | +0.8% | 6,132 | -9.3% | 0.06% | -3.0% |
| Q2 2021 | $645,000 | +9.0% | 6,758 | +0.2% | 0.07% | -17.5% |
| Q1 2021 | $592,000 | +9.8% | 6,747 | +3.1% | 0.08% | +1.3% |
| Q4 2020 | $539,000 | +24.5% | 6,544 | +122.6% | 0.08% | +11.3% |
| Q3 2020 | $433,000 | +27.0% | 2,940 | +15.2% | 0.07% | +14.5% |
| Q2 2020 | $341,000 | +22.2% | 2,551 | 0.0% | 0.06% | -3.1% |
| Q1 2020 | $279,000 | -18.4% | 2,551 | 0.0% | 0.06% | +23.1% |
| Q4 2019 | $342,000 | +18.3% | 2,551 | +9.3% | 0.05% | -13.3% |
| Q3 2019 | $289,000 | -1.0% | 2,333 | -2.5% | 0.06% | +57.9% |
| Q2 2019 | $292,000 | +25.3% | 2,393 | +21.8% | 0.04% | -26.9% |
| Q1 2019 | $233,000 | +8.4% | 1,965 | -6.2% | 0.05% | -10.3% |
| Q4 2018 | $215,000 | – | 2,095 | – | 0.06% | – |
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% |