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 | $1,127,235 | +117.0% | 12,529 | +125.8% | 0.01% | +120.0% |
| Q2 2023 | $519,513 | -2.8% | 5,548 | -8.9% | 0.01% | 0.0% |
| Q1 2023 | $534,344 | +11.8% | 6,088 | +4.9% | 0.01% | 0.0% |
| Q4 2022 | $477,868 | +8.4% | 5,805 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $441,000 | -17.6% | 5,805 | -12.5% | 0.01% | -16.7% |
| Q2 2022 | $535,000 | -16.8% | 6,635 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $643,000 | -15.5% | 6,635 | -7.3% | 0.01% | -14.3% |
| Q4 2021 | $761,000 | +28.1% | 7,158 | +15.8% | 0.01% | +16.7% |
| Q3 2021 | $594,000 | +27.2% | 6,183 | +26.4% | 0.01% | +20.0% |
| Q2 2021 | $467,000 | – | 4,893 | +489200.0% | 0.01% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.6% | 0.00% | – |
| Q2 2018 | $28,000 | +300.0% | 247 | +64.7% | 0.00% | – |
| Q2 2010 | $7,000 | -12.5% | 150 | 0.0% | 0.00% | – |
| Q1 2010 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | – |
| Q4 2009 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2009 | $7,000 | +16.7% | 150 | 0.0% | 0.00% | – |
| Q2 2009 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
| Q1 2009 | $5,000 | – | 150 | – | 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% |