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 | $1,755,934 | -1.8% | 19,517 | +2.2% | 1.36% | +3.0% |
| Q2 2023 | $1,788,233 | -6.6% | 19,097 | -12.4% | 1.32% | -14.4% |
| Q1 2023 | $1,914,254 | +6.9% | 21,810 | +0.2% | 1.54% | +1.4% |
| Q4 2022 | $1,790,995 | +191.7% | 21,757 | +169.2% | 1.52% | +140.7% |
| Q3 2022 | $614,000 | -48.1% | 8,082 | -44.9% | 0.63% | -45.2% |
| Q2 2022 | $1,183,000 | -6.4% | 14,656 | +12.3% | 1.15% | +7.1% |
| Q1 2022 | $1,264,000 | +5.2% | 13,049 | +15.4% | 1.08% | +28.9% |
| Q4 2021 | $1,202,000 | +46.6% | 11,310 | +32.3% | 0.84% | +45.0% |
| Q3 2021 | $820,000 | +32.0% | 8,546 | +31.5% | 0.58% | +31.2% |
| Q2 2021 | $621,000 | +20.3% | 6,498 | +10.6% | 0.44% | +11.1% |
| Q1 2021 | $516,000 | +36.9% | 5,876 | +28.4% | 0.40% | +17.6% |
| Q4 2020 | $377,000 | – | 4,578 | – | 0.34% | – |
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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% |