ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,348,037 | +11.6% | 26,098 | +16.2% | 0.02% | +9.5% |
| Q2 2023 | $2,103,810 | -2.5% | 22,467 | -8.6% | 0.02% | -8.7% |
| Q1 2023 | $2,156,782 | +3.4% | 24,573 | -3.0% | 0.02% | +21.1% |
| Q4 2022 | $2,085,330 | -99.9% | 25,332 | -49.6% | 0.02% | -5.0% |
| Q3 2022 | $1,907,906,000 | +96064.6% | 50,224 | +104.2% | 0.02% | 0.0% |
| Q2 2022 | $1,984,000 | -15.7% | 24,593 | +1.2% | 0.02% | -20.0% |
| Q1 2022 | $2,353,000 | -4.0% | 24,298 | +5.3% | 0.02% | 0.0% |
| Q4 2021 | $2,451,000 | +1.6% | 23,066 | -8.3% | 0.02% | +4.2% |
| Q3 2021 | $2,413,000 | +27.1% | 25,149 | +26.6% | 0.02% | +9.1% |
| Q2 2021 | $1,898,000 | +65.0% | 19,862 | +51.7% | 0.02% | +46.7% |
| Q1 2021 | $1,150,000 | -13.9% | 13,089 | -19.7% | 0.02% | 0.0% |
| Q4 2020 | $1,335,000 | -99.6% | 16,307 | +62619.2% | 0.02% | +150.0% |
| Q3 2020 | $330,000,000 | – | 26 | – | 0.01% | – |
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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% |