ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 418 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,054,081 | +16.6% | 67,290 | +21.4% | 1.99% | +14.7% |
| Q2 2023 | $5,190,372 | +6.4% | 55,429 | -0.2% | 1.74% | -3.1% |
| Q1 2023 | $4,876,940 | +8.2% | 55,565 | +1.5% | 1.79% | +12.3% |
| Q4 2022 | $4,506,197 | -61.5% | 54,740 | -64.5% | 1.60% | -63.5% |
| Q3 2022 | $11,714,000 | -4.6% | 154,317 | +1.4% | 4.37% | -3.3% |
| Q2 2022 | $12,279,000 | -19.9% | 152,179 | -3.9% | 4.52% | -8.7% |
| Q1 2022 | $15,338,000 | -13.0% | 158,384 | -4.5% | 4.95% | -16.7% |
| Q4 2021 | $17,620,000 | +12.5% | 165,837 | +1.6% | 5.95% | +3.2% |
| Q3 2021 | $15,664,000 | +0.6% | 163,255 | +0.2% | 5.76% | -0.9% |
| Q2 2021 | $15,574,000 | – | 163,007 | – | 5.81% | – |
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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% |