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 | $2,084,127 | -5.0% | 23,165 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $2,193,996 | +7.0% | 23,430 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $2,050,874 | +5.9% | 23,366 | -0.7% | 0.01% | 0.0% |
| Q4 2022 | $1,936,928 | +8.6% | 23,529 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $1,783,000 | -5.9% | 23,493 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,895,000 | -17.0% | 23,483 | -0.4% | 0.01% | 0.0% |
| Q1 2022 | $2,283,000 | -9.0% | 23,580 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $2,510,000 | +11.1% | 23,624 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $2,259,000 | +2.8% | 23,545 | +2.3% | 0.01% | 0.0% |
| Q2 2021 | $2,198,000 | +9.5% | 23,007 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $2,007,000 | +7.8% | 22,856 | +1.1% | 0.01% | +14.3% |
| Q4 2020 | $1,862,000 | +18.5% | 22,616 | +111.7% | 0.01% | 0.0% |
| Q3 2020 | $1,571,000 | +25.4% | 10,683 | +14.0% | 0.01% | +16.7% |
| Q2 2020 | $1,253,000 | +21.7% | 9,367 | -0.1% | 0.01% | 0.0% |
| Q1 2020 | $1,030,000 | -11.4% | 9,381 | +8.2% | 0.01% | 0.0% |
| Q4 2019 | $1,162,000 | +9.5% | 8,669 | +1.0% | 0.01% | 0.0% |
| Q3 2019 | $1,061,000 | +4.9% | 8,584 | +3.5% | 0.01% | 0.0% |
| Q2 2019 | $1,011,000 | +3.7% | 8,294 | +0.6% | 0.01% | 0.0% |
| Q1 2019 | $975,000 | +14.7% | 8,245 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $850,000 | -13.6% | 8,245 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $984,000 | +5.8% | 8,245 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $930,000 | +1.8% | 8,245 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $914,000 | -0.2% | 8,245 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $916,000 | +6.1% | 8,245 | -0.2% | 0.01% | 0.0% |
| Q3 2017 | $863,000 | +0.7% | 8,259 | -1.5% | 0.01% | 0.0% |
| Q2 2017 | $857,000 | +4.3% | 8,383 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $822,000 | +6.6% | 8,383 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $771,000 | +1.0% | 8,383 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $763,000 | +5.2% | 8,383 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $725,000 | +43.3% | 8,383 | +40.9% | 0.01% | +40.0% |
| Q1 2016 | $506,000 | -4.3% | 5,950 | -6.3% | 0.01% | 0.0% |
| Q4 2015 | $529,000 | +5.8% | 6,350 | 0.0% | 0.01% | +25.0% |
| Q3 2015 | $500,000 | -5.3% | 6,350 | +2.2% | 0.00% | +300.0% |
| Q2 2015 | $528,000 | -2.6% | 6,215 | -1.6% | 0.00% | 0.0% |
| Q1 2015 | $542,000 | +6.5% | 6,315 | +6.8% | 0.00% | 0.0% |
| Q4 2014 | $509,000 | +3.7% | 5,915 | -0.9% | 0.00% | 0.0% |
| Q3 2014 | $491,000 | +17.5% | 5,970 | +17.5% | 0.00% | 0.0% |
| Q2 2014 | $418,000 | +5.6% | 5,080 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $396,000 | +5.9% | 5,080 | +4.2% | 0.00% | 0.0% |
| Q4 2013 | $374,000 | -7.7% | 4,875 | -14.8% | 0.00% | 0.0% |
| Q3 2013 | $405,000 | +6.6% | 5,725 | +1.8% | 0.00% | 0.0% |
| Q2 2013 | $380,000 | – | 5,625 | – | 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% |