ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,899,000 | -1.3% | 61,487 | -1.7% | 3.12% | -2.6% |
| Q2 2021 | $5,977,000 | +7.1% | 62,564 | -1.6% | 3.21% | -1.4% |
| Q1 2021 | $5,583,000 | +9.1% | 63,573 | +2.3% | 3.25% | +2.0% |
| Q4 2020 | $5,115,000 | +15.3% | 62,121 | +105.9% | 3.19% | -1.2% |
| Q3 2020 | $4,438,000 | +9.1% | 30,177 | -0.4% | 3.23% | +5.1% |
| Q2 2020 | $4,067,000 | +84.1% | 30,295 | +50.5% | 3.07% | +54.1% |
| Q1 2020 | $2,209,000 | +6.7% | 20,131 | +30.2% | 1.99% | +61.8% |
| Q4 2019 | $2,071,000 | +22.3% | 15,457 | +12.9% | 1.23% | +15.8% |
| Q3 2019 | $1,693,000 | +11.2% | 13,693 | +9.6% | 1.06% | +8.4% |
| Q2 2019 | $1,523,000 | +6.2% | 12,496 | +4.4% | 0.98% | +5.3% |
| Q1 2019 | $1,434,000 | +20.1% | 11,975 | +3.5% | 0.93% | +6.9% |
| Q4 2018 | $1,194,000 | +7.2% | 11,575 | +24.0% | 0.87% | +16.1% |
| Q3 2018 | $1,114,000 | +50.9% | 9,333 | +42.6% | 0.75% | +45.7% |
| Q2 2018 | $738,000 | +290.5% | 6,543 | +270.9% | 0.52% | +276.6% |
| Q1 2018 | $189,000 | – | 1,764 | – | 0.14% | – |
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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% |