ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,944,726 | -5.6% | 877,459 | -1.5% | 0.03% | 0.0% |
| Q2 2023 | $83,615,717 | +7.5% | 890,455 | +0.5% | 0.03% | 0.0% |
| Q1 2023 | $77,777,315 | +6.1% | 886,358 | -0.3% | 0.03% | +4.0% |
| Q4 2022 | $73,314,000 | +7.9% | 889,413 | -0.7% | 0.02% | 0.0% |
| Q3 2022 | $67,964,000 | -11.4% | 895,342 | -5.9% | 0.02% | -7.4% |
| Q2 2022 | $76,749,000 | -29.4% | 951,141 | -15.2% | 0.03% | -15.6% |
| Q1 2022 | $108,660,000 | -8.2% | 1,121,636 | +0.8% | 0.03% | -3.0% |
| Q4 2021 | $118,309,000 | +25.1% | 1,113,144 | +12.9% | 0.03% | +10.0% |
| Q3 2021 | $94,537,000 | +17.4% | 985,650 | +16.1% | 0.03% | +20.0% |
| Q2 2021 | $80,555,000 | +16.5% | 849,088 | +7.9% | 0.02% | +8.7% |
| Q1 2021 | $69,150,000 | +18.0% | 786,961 | +11.3% | 0.02% | +9.5% |
| Q4 2020 | $58,580,000 | +25.7% | 707,091 | +123.4% | 0.02% | +10.5% |
| Q3 2020 | $46,586,000 | +13.5% | 316,467 | +4.9% | 0.02% | +5.6% |
| Q2 2020 | $41,047,000 | +54.9% | 301,825 | +23.7% | 0.02% | +28.6% |
| Q1 2020 | $26,505,000 | +7.9% | 244,053 | +33.3% | 0.01% | +40.0% |
| Q4 2019 | $24,572,000 | +14.7% | 183,066 | +5.7% | 0.01% | 0.0% |
| Q3 2019 | $21,429,000 | +13.8% | 173,252 | +12.1% | 0.01% | +25.0% |
| Q2 2019 | $18,834,000 | +15.9% | 154,525 | +12.2% | 0.01% | +14.3% |
| Q1 2019 | $16,249,000 | +41.9% | 137,769 | +23.6% | 0.01% | +16.7% |
| Q4 2018 | $11,454,000 | -3.2% | 111,439 | +12.4% | 0.01% | +50.0% |
| Q3 2018 | $11,834,000 | +21.8% | 99,144 | +15.0% | 0.00% | 0.0% |
| Q2 2018 | $9,719,000 | +19.8% | 86,208 | +17.9% | 0.00% | 0.0% |
| Q1 2018 | $8,114,000 | -36.2% | 73,134 | -36.1% | 0.00% | -33.3% |
| Q4 2017 | $12,715,000 | +39.3% | 114,478 | +30.1% | 0.01% | +50.0% |
| Q3 2017 | $9,129,000 | +24.2% | 87,987 | +22.4% | 0.00% | 0.0% |
| Q2 2017 | $7,352,000 | +22.2% | 71,887 | +17.4% | 0.00% | +33.3% |
| Q1 2017 | $6,017,000 | +47.2% | 61,258 | +37.1% | 0.00% | +50.0% |
| Q4 2016 | $4,088,000 | +28.5% | 44,668 | +27.7% | 0.00% | 0.0% |
| Q3 2016 | $3,181,000 | +166.4% | 34,975 | +153.3% | 0.00% | +100.0% |
| Q2 2016 | $1,194,000 | +26.6% | 13,808 | +24.6% | 0.00% | 0.0% |
| Q1 2016 | $943,000 | +71.8% | 11,081 | +68.4% | 0.00% | – |
| Q4 2015 | $549,000 | +74.3% | 6,580 | +64.5% | 0.00% | – |
| Q3 2015 | $315,000 | +30.7% | 3,999 | +41.5% | 0.00% | – |
| Q2 2015 | $241,000 | -64.0% | 2,827 | -63.8% | 0.00% | – |
| Q1 2015 | $670,000 | +29.8% | 7,805 | +30.2% | 0.00% | – |
| Q4 2014 | $516,000 | +57.3% | 5,993 | +50.5% | 0.00% | – |
| Q3 2014 | $328,000 | +6.8% | 3,981 | +6.8% | 0.00% | – |
| Q2 2014 | $307,000 | +8.9% | 3,729 | +3.4% | 0.00% | – |
| Q1 2014 | $282,000 | +14.2% | 3,606 | +12.1% | 0.00% | – |
| Q4 2013 | $247,000 | +139.8% | 3,217 | +121.9% | 0.00% | – |
| Q3 2013 | $103,000 | +71.7% | 1,450 | +62.6% | 0.00% | – |
| Q2 2013 | $60,000 | – | 892 | – | 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% |