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 | $164,821 | -23.4% | 1,832 | -20.2% | 0.02% | -24.0% |
| Q2 2023 | $215,044 | -0.2% | 2,296 | -6.5% | 0.02% | -10.7% |
| Q1 2023 | $215,570 | +7.0% | 2,456 | +0.4% | 0.03% | -6.7% |
| Q4 2022 | $201,468 | +8.9% | 2,447 | +0.4% | 0.03% | 0.0% |
| Q3 2022 | $185,000 | -5.6% | 2,437 | +0.4% | 0.03% | -6.2% |
| Q2 2022 | $196,000 | -30.7% | 2,427 | -17.0% | 0.03% | -25.6% |
| Q1 2022 | $283,000 | -8.7% | 2,925 | +0.2% | 0.04% | -8.5% |
| Q4 2021 | $310,000 | +37.8% | 2,919 | +24.3% | 0.05% | +27.0% |
| Q3 2021 | $225,000 | +235.8% | 2,348 | +235.0% | 0.04% | +208.3% |
| Q2 2021 | $67,000 | +71.8% | 701 | +140.9% | 0.01% | 0.0% |
| Q2 2020 | $39,000 | – | 291 | – | 0.01% | – |
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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% |