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 | $1,827,551 | -8.3% | 20,313 | -4.6% | 0.08% | +9.9% |
| Q2 2023 | $1,993,283 | -7.5% | 21,287 | -13.3% | 0.07% | -15.5% |
| Q1 2023 | $2,155,170 | -15.7% | 24,555 | -20.9% | 0.08% | -21.5% |
| Q4 2022 | $2,556,011 | +4.1% | 31,050 | -4.0% | 0.11% | -3.6% |
| Q3 2022 | $2,455,000 | -1.0% | 32,348 | +5.2% | 0.11% | 0.0% |
| Q2 2022 | $2,481,000 | +29.5% | 30,748 | +55.4% | 0.11% | +44.2% |
| Q1 2022 | $1,916,000 | -7.8% | 19,790 | +1.1% | 0.08% | -27.4% |
| Q4 2021 | $2,079,000 | +12.4% | 19,572 | +1.1% | 0.11% | +14.0% |
| Q2 2021 | $1,848,992 | +9.5% | 19,353 | +0.7% | 0.09% | -4.1% |
| Q1 2021 | $1,688,378 | -64.4% | 19,225 | -66.6% | 0.10% | -69.0% |
| Q4 2020 | $4,739,279 | -0.4% | 57,557 | +77.9% | 0.31% | -17.8% |
| Q3 2020 | $4,759,587 | +13.7% | 32,358 | +3.4% | 0.38% | +6.4% |
| Q2 2020 | $4,185,767 | +35.2% | 31,291 | +11.0% | 0.36% | +5.9% |
| Q1 2020 | $3,095,749 | -32.1% | 28,202 | -17.1% | 0.34% | -13.1% |
| Q4 2019 | $4,557,665 | +6.7% | 34,007 | -1.6% | 0.39% | -4.9% |
| Q3 2019 | $4,271,001 | +7.5% | 34,552 | +216.1% | 0.41% | +13.6% |
| Q2 2019 | $3,972,961 | +13.9% | 10,929 | -62.9% | 0.36% | -5.5% |
| Q1 2019 | $3,487,606 | +24.5% | 29,494 | +8.6% | 0.38% | +4.7% |
| Q4 2018 | $2,801,906 | -20.4% | 27,166 | -7.9% | 0.36% | -9.0% |
| Q3 2018 | $3,518,938 | +10.6% | 29,481 | +4.5% | 0.40% | -3.1% |
| Q2 2018 | $3,181,552 | +35.1% | 28,204 | +32.8% | 0.41% | +20.1% |
| Q1 2018 | $2,354,360 | +25.5% | 21,238 | +25.8% | 0.34% | +28.4% |
| Q4 2017 | $1,875,750 | +1.2% | 16,888 | -4.8% | 0.27% | -10.4% |
| Q3 2017 | $1,853,517 | – | 17,737 | – | 0.30% | – |
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% |