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 | $217,792 | -3.1% | 2,421 | +0.9% | 0.00% | – |
| Q2 2023 | $224,716 | -60.4% | 2,400 | -62.9% | 0.00% | – |
| Q1 2023 | $568,104 | +190.5% | 6,472 | +172.5% | 0.00% | – |
| Q4 2022 | $195,536 | -22.1% | 2,375 | -28.1% | 0.00% | – |
| Q3 2022 | $251,000 | +4.6% | 3,304 | +11.3% | 0.00% | – |
| Q2 2022 | $240,000 | -20.3% | 2,969 | -4.5% | 0.00% | – |
| Q1 2022 | $301,000 | +49.0% | 3,108 | +63.7% | 0.00% | – |
| Q4 2021 | $202,000 | +75.7% | 1,899 | +58.2% | 0.00% | – |
| Q3 2021 | $115,000 | +130.0% | 1,200 | +129.0% | 0.00% | – |
| Q2 2021 | $50,000 | +19.0% | 524 | +9.2% | 0.00% | – |
| Q1 2021 | $42,000 | +44.8% | 480 | +34.8% | 0.00% | – |
| Q4 2020 | $29,000 | +11.5% | 356 | +101.1% | 0.00% | – |
| Q3 2020 | $26,000 | +8.3% | 177 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | +4.3% | 177 | -13.7% | 0.00% | – |
| Q1 2020 | $23,000 | -17.9% | 205 | -0.5% | 0.00% | – |
| Q4 2019 | $28,000 | +47.4% | 206 | +36.4% | 0.00% | – |
| Q3 2019 | $19,000 | – | 151 | – | 0.00% | – |
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% |