ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,031 | -3.9% | 5,825 | 0.0% | 0.06% | -9.7% |
| Q2 2023 | $545,407 | +0.6% | 5,825 | -5.7% | 0.07% | -2.7% |
| Q1 2023 | $542,000 | +27.0% | 6,175 | +19.1% | 0.07% | -17.8% |
| Q4 2022 | $426,912 | -4.1% | 5,186 | -11.5% | 0.09% | -10.0% |
| Q3 2022 | $445,000 | -5.9% | 5,861 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $473,000 | -16.7% | 5,861 | 0.0% | 0.10% | -8.3% |
| Q1 2022 | $568,000 | +7.4% | 5,861 | +17.6% | 0.11% | +8.0% |
| Q4 2021 | $529,000 | +27.5% | 4,982 | +15.3% | 0.10% | +14.9% |
| Q3 2021 | $415,000 | +9.5% | 4,320 | +8.8% | 0.09% | +8.8% |
| Q2 2021 | $379,000 | +28.0% | 3,970 | +17.7% | 0.08% | +15.9% |
| Q1 2021 | $296,000 | +10.9% | 3,374 | +4.1% | 0.07% | +6.2% |
| Q4 2020 | $267,000 | +15.1% | 3,240 | +105.3% | 0.06% | +6.6% |
| Q3 2020 | $232,000 | +11.0% | 1,578 | +1.1% | 0.06% | +3.4% |
| Q2 2020 | $209,000 | – | 1,561 | – | 0.06% | – |
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% |