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 | $1,157,464 | -31.0% | 12,865 | -28.1% | 0.74% | -28.5% |
| Q2 2023 | $1,676,477 | +6.6% | 17,903 | -0.1% | 1.04% | +3.7% |
| Q1 2023 | $1,573,083 | +5.6% | 17,923 | -1.0% | 1.00% | -5.5% |
| Q4 2022 | $1,489,652 | +10.7% | 18,096 | +2.0% | 1.06% | -4.6% |
| Q3 2022 | $1,346,000 | -2.8% | 17,734 | +3.3% | 1.11% | -8.1% |
| Q2 2022 | $1,385,000 | -17.4% | 17,171 | -0.9% | 1.21% | -9.7% |
| Q1 2022 | $1,677,000 | -9.1% | 17,322 | -0.2% | 1.34% | -3.0% |
| Q4 2021 | $1,844,000 | +1.2% | 17,359 | -8.6% | 1.38% | -8.7% |
| Q3 2021 | $1,823,000 | +4.6% | 18,999 | +4.2% | 1.52% | +5.4% |
| Q2 2021 | $1,743,000 | +6.9% | 18,240 | -1.8% | 1.44% | -4.6% |
| Q1 2021 | $1,631,000 | +10.0% | 18,570 | +3.1% | 1.51% | -10.9% |
| Q4 2020 | $1,483,000 | – | 18,007 | – | 1.69% | – |
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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% |