ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,397 | +27.7% | 3,683 | +32.9% | 0.01% | +25.0% |
| Q2 2023 | $259,563 | +6.9% | 2,772 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $242,747 | +7.0% | 2,766 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $226,812 | +7.5% | 2,755 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $211,000 | -5.4% | 2,774 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $223,000 | -13.2% | 2,770 | +4.5% | 0.00% | 0.0% |
| Q1 2022 | $257,000 | -8.5% | 2,651 | +0.3% | 0.00% | -20.0% |
| Q4 2021 | $281,000 | – | 2,643 | – | 0.01% | – |
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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% |