ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 153 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,296 | -8.0% | 5,494 | -4.3% | 0.32% | -1.8% |
| Q2 2023 | $537,306 | +6.1% | 5,738 | -0.5% | 0.33% | +1.9% |
| Q1 2023 | $506,257 | +2.4% | 5,768 | -4.0% | 0.32% | +1.6% |
| Q4 2022 | $494,414 | +8.0% | 6,006 | -0.4% | 0.32% | +3.6% |
| Q3 2022 | $458,000 | -8.2% | 6,033 | -2.4% | 0.31% | -0.3% |
| Q2 2022 | $499,000 | -17.9% | 6,183 | -1.6% | 0.31% | +1.0% |
| Q1 2022 | $608,000 | -10.3% | 6,283 | -1.6% | 0.30% | -8.7% |
| Q4 2021 | $678,000 | +9.5% | 6,383 | -1.1% | 0.33% | +1.5% |
| Q3 2021 | $619,000 | -3.0% | 6,453 | -3.4% | 0.33% | -1.8% |
| Q2 2021 | $638,000 | +5.8% | 6,683 | -2.6% | 0.34% | +2.4% |
| Q1 2021 | $603,000 | -11.2% | 6,863 | -16.8% | 0.33% | -18.2% |
| Q4 2020 | $679,000 | +6.6% | 8,252 | +90.6% | 0.40% | -7.6% |
| Q3 2020 | $637,000 | +6.7% | 4,330 | -3.0% | 0.43% | +2.9% |
| Q2 2020 | $597,000 | +14.1% | 4,466 | -6.3% | 0.42% | -2.3% |
| Q1 2020 | $523,000 | -25.1% | 4,766 | -8.5% | 0.43% | +0.5% |
| Q4 2019 | $698,000 | +5.6% | 5,211 | -2.6% | 0.43% | +0.9% |
| Q3 2019 | $661,000 | +1.4% | 5,348 | 0.0% | 0.42% | +3.2% |
| Q2 2019 | $652,000 | -2.8% | 5,348 | -5.8% | 0.41% | -2.8% |
| Q1 2019 | $671,000 | +14.7% | 5,675 | 0.0% | 0.42% | +7.9% |
| Q4 2018 | $585,000 | -13.6% | 5,675 | 0.0% | 0.39% | +0.5% |
| Q3 2018 | $677,000 | +0.4% | 5,675 | -5.0% | 0.39% | -0.3% |
| Q2 2018 | $674,000 | -9.3% | 5,975 | -10.8% | 0.39% | -10.3% |
| Q1 2018 | $743,000 | -4.0% | 6,700 | -3.8% | 0.44% | -1.4% |
| Q4 2017 | $774,000 | -3.0% | 6,966 | -8.8% | 0.44% | +1.6% |
| Q3 2017 | $798,000 | +1.5% | 7,640 | -0.7% | 0.44% | -0.7% |
| Q2 2017 | $786,000 | -3.3% | 7,690 | -7.0% | 0.44% | -4.1% |
| Q1 2017 | $813,000 | +6.8% | 8,273 | 0.0% | 0.46% | +4.1% |
| Q4 2016 | $761,000 | -3.9% | 8,273 | -5.0% | 0.44% | -10.2% |
| Q3 2016 | $792,000 | +3.4% | 8,707 | -1.7% | 0.49% | +1.9% |
| Q2 2016 | $766,000 | +1.6% | 8,858 | 0.0% | 0.48% | -0.2% |
| Q1 2016 | $754,000 | +0.9% | 8,858 | -1.1% | 0.48% | +8.8% |
| Q4 2015 | $747,000 | – | 8,953 | – | 0.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |