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 | $554,126 | +0.6% | 6,159 | +4.7% | 0.04% | +4.8% |
| Q2 2023 | $550,885 | +32.5% | 5,883 | +24.2% | 0.04% | +27.3% |
| Q1 2023 | $415,767 | +7.9% | 4,737 | +1.2% | 0.03% | +3.1% |
| Q4 2022 | $385,422 | -12.2% | 4,682 | -19.0% | 0.03% | -17.9% |
| Q3 2022 | $439,000 | -11.5% | 5,777 | -6.1% | 0.04% | -13.3% |
| Q2 2022 | $496,000 | -15.9% | 6,152 | +0.9% | 0.04% | 0.0% |
| Q1 2022 | $590,000 | -12.1% | 6,097 | -3.4% | 0.04% | -6.2% |
| Q4 2021 | $671,000 | +9.1% | 6,312 | -1.6% | 0.05% | 0.0% |
| Q3 2021 | $615,000 | -3.3% | 6,412 | -3.7% | 0.05% | -2.0% |
| Q2 2021 | $636,000 | +14.2% | 6,657 | +5.0% | 0.05% | +6.5% |
| Q1 2021 | $557,000 | +23.5% | 6,339 | +15.7% | 0.05% | +17.9% |
| Q4 2020 | $451,000 | +20.3% | 5,481 | +114.9% | 0.04% | +5.4% |
| Q3 2020 | $375,000 | -13.6% | 2,550 | -21.5% | 0.04% | -19.6% |
| Q2 2020 | $434,000 | +17.6% | 3,247 | -3.5% | 0.05% | -4.2% |
| Q1 2020 | $369,000 | -22.0% | 3,364 | -4.6% | 0.05% | 0.0% |
| Q4 2019 | $473,000 | +8.5% | 3,527 | 0.0% | 0.05% | +2.1% |
| Q3 2019 | $436,000 | +3.1% | 3,527 | +1.5% | 0.05% | +2.2% |
| Q2 2019 | $423,000 | +3.2% | 3,474 | +0.1% | 0.05% | +2.2% |
| Q1 2019 | $410,000 | +14.5% | 3,471 | +0.1% | 0.04% | +2.3% |
| Q4 2018 | $358,000 | -11.8% | 3,468 | +2.1% | 0.04% | +2.3% |
| Q3 2018 | $406,000 | +4.4% | 3,398 | -1.5% | 0.04% | -2.3% |
| Q2 2018 | $389,000 | +1.0% | 3,448 | -0.7% | 0.04% | -2.2% |
| Q1 2018 | $385,000 | +9.7% | 3,474 | +9.8% | 0.04% | +15.4% |
| Q4 2017 | $351,000 | +15.5% | 3,164 | +8.9% | 0.04% | +8.3% |
| Q3 2017 | $304,000 | +7.0% | 2,905 | +4.7% | 0.04% | +2.9% |
| Q2 2017 | $284,000 | +4.0% | 2,775 | +0.0% | 0.04% | 0.0% |
| Q1 2017 | $273,000 | +14.7% | 2,774 | +7.2% | 0.04% | +9.4% |
| Q4 2016 | $238,000 | +12.3% | 2,587 | +10.8% | 0.03% | +10.3% |
| Q3 2016 | $212,000 | -3.6% | 2,334 | -8.1% | 0.03% | -3.3% |
| Q2 2016 | $220,000 | +4.8% | 2,541 | +3.0% | 0.03% | +3.4% |
| Q1 2016 | $210,000 | +16.0% | 2,468 | +17.2% | 0.03% | +16.0% |
| Q1 2015 | $181,000 | – | 2,105 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 262,437 | $23,611,463 | 15.51% |
| Varma Mutual Pension Insurance Co | 7,604,960 | $684,218,251 | 8.27% |
| SPINNAKER TRUST | 810,705 | $72,939,129 | 5.49% |
| Corundum Group, Inc. | 63,143 | $5,680,976 | 3.23% |
| Stewardship Advisors, LLC | 84,298 | $7,584,291 | 2.96% |
| LFA - Lugano Financial Advisors SA | 26,250 | $2,361,713 | 2.02% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |