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 | $274,408 | -7.8% | 3,050 | -4.1% | 0.01% | 0.0% |
Q2 2023 | $297,775 | +5.9% | 3,180 | -0.8% | 0.01% | 0.0% |
Q1 2023 | $281,303 | +106454.2% | 3,205 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $264 | -99.9% | 3,205 | 0.0% | 0.01% | -30.0% |
Q3 2022 | $243,000 | -8.3% | 3,205 | -2.4% | 0.01% | 0.0% |
Q2 2022 | $265,000 | -18.0% | 3,285 | -1.5% | 0.01% | 0.0% |
Q1 2022 | $323,000 | -29.3% | 3,335 | -22.5% | 0.01% | -23.1% |
Q4 2021 | $457,000 | +4.8% | 4,305 | -5.2% | 0.01% | -7.1% |
Q3 2021 | $436,000 | +7.4% | 4,542 | +6.8% | 0.01% | +7.7% |
Q2 2021 | $406,000 | +8.3% | 4,252 | -0.5% | 0.01% | 0.0% |
Q1 2021 | $375,000 | +6.5% | 4,272 | 0.0% | 0.01% | +44.4% |
Q4 2020 | $352,000 | +6.0% | 4,272 | +89.0% | 0.01% | 0.0% |
Q3 2020 | $332,000 | +9.2% | 2,260 | -0.4% | 0.01% | 0.0% |
Q2 2020 | $304,000 | +14.3% | 2,270 | -6.2% | 0.01% | -10.0% |
Q1 2020 | $266,000 | -26.7% | 2,420 | -10.6% | 0.01% | -9.1% |
Q4 2019 | $363,000 | – | 2,708 | – | 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% |