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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $285,602 | -31.5% | 3,050 | -35.8% | 0.01% | -33.3% |
| Q1 2023 | $416,908 | +6.6% | 4,750 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $391,020 | +8.3% | 4,750 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $361,000 | -8.6% | 4,750 | -3.1% | 0.01% | -11.1% |
| Q2 2022 | $395,000 | -12.2% | 4,900 | +5.4% | 0.01% | +12.5% |
| Q1 2022 | $450,000 | -8.9% | 4,650 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $494,000 | +21.1% | 4,650 | +9.4% | 0.01% | +12.5% |
| Q3 2021 | $408,000 | – | 4,250 | – | 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% |