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 | $685,391 | +9.6% | 7,618 | +14.1% | 0.12% | +13.6% |
| Q2 2023 | $625,422 | +12.9% | 6,679 | +5.8% | 0.11% | -8.3% |
| Q1 2023 | $554,092 | -33.2% | 6,313 | -37.3% | 0.12% | -33.0% |
| Q4 2022 | $829,456 | +47.3% | 10,076 | +35.9% | 0.18% | +14.0% |
| Q3 2022 | $563,000 | -2.6% | 7,415 | +3.5% | 0.16% | 0.0% |
| Q2 2022 | $578,000 | +4.1% | 7,167 | +25.0% | 0.16% | +9.8% |
| Q1 2022 | $555,000 | -11.9% | 5,732 | -3.4% | 0.14% | -55.9% |
| Q4 2021 | $630,000 | +30.2% | 5,934 | +17.7% | 0.32% | +18.2% |
| Q3 2021 | $484,000 | +10.3% | 5,043 | +12.6% | 0.27% | +5.8% |
| Q2 2021 | $439,000 | +28.7% | 4,480 | +15.4% | 0.26% | +17.2% |
| Q1 2021 | $341,000 | +24.0% | 3,882 | +16.3% | 0.22% | +14.5% |
| Q4 2020 | $275,000 | – | 3,338 | – | 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% |