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 | $213,726 | -3.9% | 2,376 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $222,444 | +7.0% | 2,376 | +0.3% | 0.06% | -23.0% |
| Q1 2023 | $207,987 | +1.5% | 2,370 | -6.5% | 0.07% | -12.9% |
| Q2 2022 | $205,000 | -16.3% | 2,535 | +0.1% | 0.08% | -15.0% |
| Q1 2022 | $245,000 | -8.9% | 2,532 | +0.2% | 0.10% | -12.3% |
| Q4 2021 | $269,000 | +11.2% | 2,528 | +0.3% | 0.11% | -11.6% |
| Q3 2021 | $242,000 | -15.4% | 2,521 | -15.6% | 0.13% | -18.9% |
| Q2 2021 | $286,000 | +9.2% | 2,988 | +0.2% | 0.16% | -21.3% |
| Q1 2021 | $262,000 | +20.2% | 2,982 | +101.2% | 0.20% | +8.6% |
| Q4 2020 | $218,000 | – | 1,482 | – | 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% |