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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,241,777 | +0.9% | 80,491 | +5.0% | 0.17% | +5.6% |
| Q2 2023 | $7,180,223 | +16.2% | 76,679 | +8.9% | 0.16% | +8.8% |
| Q1 2023 | $6,180,325 | +6.9% | 70,415 | +0.3% | 0.15% | +2.8% |
| Q4 2022 | $5,780,510 | +15.7% | 70,220 | +6.7% | 0.14% | +5.1% |
| Q3 2022 | $4,995,000 | -42.4% | 65,804 | -38.8% | 0.14% | -38.3% |
| Q2 2022 | $8,672,000 | +66.1% | 107,477 | +99.4% | 0.22% | +86.6% |
| Q1 2022 | $5,220,000 | -8.6% | 53,904 | +0.3% | 0.12% | -4.0% |
| Q4 2021 | $5,710,000 | +16.5% | 53,739 | +5.2% | 0.12% | +4.2% |
| Q3 2021 | $4,902,000 | +10.2% | 51,085 | +9.7% | 0.12% | +10.2% |
| Q2 2021 | $4,449,000 | +11.4% | 46,567 | +2.4% | 0.11% | +1.9% |
| Q1 2021 | $3,994,000 | +7.4% | 45,481 | +0.7% | 0.11% | +2.9% |
| Q4 2020 | $3,719,000 | +6.5% | 45,171 | +90.2% | 0.10% | -4.6% |
| Q3 2020 | $3,493,000 | +69.2% | 23,750 | +54.0% | 0.11% | +56.5% |
| Q2 2020 | $2,064,000 | -4.4% | 15,427 | -21.5% | 0.07% | -18.8% |
| Q1 2020 | $2,158,000 | +10.7% | 19,657 | +35.1% | 0.08% | +34.9% |
| Q4 2019 | $1,950,000 | +112.9% | 14,549 | +96.3% | 0.06% | +96.9% |
| Q3 2019 | $916,000 | +61.0% | 7,410 | +58.7% | 0.03% | +60.0% |
| Q2 2019 | $569,000 | +2176.0% | 4,668 | +1853.1% | 0.02% | -72.6% |
| Q4 2018 | $25,000 | – | 239 | – | 0.07% | – |
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% |