ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,079,791 | +307532.8% | 12,002 | +194.2% | 0.01% | +100.0% |
| Q4 2022 | $351 | -99.9% | 4,080 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $326,000 | -4.7% | 4,080 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $342,000 | -11.9% | 4,080 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $388,000 | -21.0% | 4,080 | -20.3% | 0.00% | -25.0% |
| Q4 2021 | $491,000 | +121.2% | 5,120 | +134.4% | 0.00% | +300.0% |
| Q3 2021 | $222,000 | -11.2% | 2,184 | -13.7% | 0.00% | 0.0% |
| Q2 2021 | $250,000 | +6.8% | 2,532 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $234,000 | +2.2% | 2,532 | +33.8% | 0.00% | -50.0% |
| Q1 2019 | $229,000 | +11.7% | 1,892 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $205,000 | -5.1% | 1,892 | -2.7% | 0.00% | 0.0% |
| Q3 2018 | $216,000 | -4.4% | 1,945 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $226,000 | +2.7% | 1,945 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $220,000 | -50.2% | 1,945 | -62.6% | 0.00% | 0.0% |
| Q2 2015 | $442,000 | +104.6% | 5,200 | +106.8% | 0.00% | 0.0% |
| Q1 2015 | $216,000 | – | 2,515 | – | 0.00% | – |
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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% |