ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 167 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,399 | -7.4% | 1,994 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $193,635 | +10.6% | 1,994 | 0.0% | 0.09% | +1.1% |
| Q1 2023 | $175,012 | +7.9% | 1,994 | +1.2% | 0.09% | +6.0% |
| Q4 2022 | $162,149 | +8.1% | 1,970 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $150,000 | +5.6% | 1,970 | +11.9% | 0.08% | +10.5% |
| Q2 2022 | $142,000 | -13.4% | 1,760 | +3.8% | 0.08% | -2.6% |
| Q1 2022 | $164,000 | +14.7% | 1,695 | +25.6% | 0.08% | +14.7% |
| Q4 2021 | $143,000 | +15.3% | 1,350 | +12.5% | 0.07% | +15.3% |
| Q3 2021 | $124,000 | +117.5% | 1,200 | +100.0% | 0.06% | +103.4% |
| Q2 2021 | $57,000 | +7.5% | 600 | 0.0% | 0.03% | +3.6% |
| Q1 2021 | $53,000 | +8.2% | 600 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $49,000 | +11.4% | 600 | +100.0% | 0.03% | 0.0% |
| Q3 2020 | $44,000 | +2.3% | 300 | 0.0% | 0.03% | +3.6% |
| Q2 2020 | $43,000 | +30.3% | 300 | 0.0% | 0.03% | +3.7% |
| Q1 2020 | $33,000 | -17.5% | 300 | 0.0% | 0.03% | +3.8% |
| Q4 2019 | $40,000 | +8.1% | 300 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $37,000 | 0.0% | 300 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $37,000 | 0.0% | 300 | 0.0% | 0.03% | +4.0% |
| Q1 2019 | $37,000 | +76.2% | 300 | +50.0% | 0.02% | +56.2% |
| Q4 2018 | $21,000 | -12.5% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 200 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 200 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $22,000 | 0.0% | 200 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $21,000 | +5.0% | 200 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $20,000 | +100.0% | 200 | +100.0% | 0.02% | +128.6% |
| Q1 2017 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | +16.7% |
| Q4 2016 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $9,000 | -47.1% | 100 | -48.7% | 0.01% | -53.8% |
| Q1 2016 | $17,000 | – | 195 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |