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 | $472,197 | -4.7% | 5,248 | -0.8% | 0.21% | +0.5% |
| Q2 2023 | $495,298 | -20.1% | 5,289 | -25.1% | 0.21% | -26.8% |
| Q1 2023 | $620,084 | +84.8% | 7,065 | +73.4% | 0.29% | +73.9% |
| Q4 2022 | $335,476 | +66.1% | 4,075 | +94.9% | 0.16% | +58.7% |
| Q1 2022 | $202,000 | -11.4% | 2,091 | -2.7% | 0.10% | -5.5% |
| Q4 2021 | $228,000 | +10.7% | 2,149 | 0.0% | 0.11% | +0.9% |
| Q3 2021 | $206,000 | -3.3% | 2,149 | -3.5% | 0.11% | -7.6% |
| Q2 2021 | $213,000 | -9.0% | 2,227 | -21.7% | 0.12% | -17.5% |
| Q4 2020 | $234,000 | +10.4% | 2,843 | +97.0% | 0.14% | -23.1% |
| Q3 2020 | $212,000 | – | 1,443 | – | 0.19% | – |
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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% |