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 | $456,129 | -3.9% | 5,070 | 0.0% | 0.23% | +7.4% |
Q2 2023 | $474,735 | +12.1% | 5,070 | +5.0% | 0.22% | +1.9% |
Q1 2023 | $423,647 | +6.6% | 4,827 | 0.0% | 0.21% | -3.6% |
Q4 2022 | $397,341 | +8.6% | 4,827 | 0.0% | 0.22% | +9.4% |
Q3 2022 | $366,000 | -2.7% | 4,827 | +3.7% | 0.20% | -24.3% |
Q2 2022 | $376,000 | -14.5% | 4,656 | +2.4% | 0.27% | +17.1% |
Q1 2022 | $440,000 | -28.2% | 4,548 | -21.1% | 0.23% | -24.8% |
Q4 2021 | $613,000 | +10.5% | 5,766 | -0.2% | 0.30% | +0.3% |
Q3 2021 | $555,000 | -2.3% | 5,780 | +0.0% | 0.30% | +3.1% |
Q2 2021 | $568,000 | +13.4% | 5,779 | +1.2% | 0.29% | +1.7% |
Q1 2021 | $501,000 | +6.6% | 5,709 | 0.0% | 0.29% | +4.7% |
Q4 2020 | $470,000 | – | 5,709 | – | 0.28% | – |
Download |
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% |