ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $793,317 | -7.0% | 8,818 | -3.2% | 0.03% | 0.0% |
| Q2 2023 | $853,301 | +1.5% | 9,113 | -4.9% | 0.03% | -3.0% |
| Q1 2023 | $840,828 | +7.0% | 9,580 | +0.3% | 0.03% | +6.5% |
| Q4 2022 | $786,022 | -4.4% | 9,548 | -11.9% | 0.03% | -16.2% |
| Q3 2022 | $822,000 | -3.5% | 10,832 | +2.5% | 0.04% | 0.0% |
| Q2 2022 | $852,000 | -35.6% | 10,566 | -22.8% | 0.04% | -22.9% |
| Q1 2022 | $1,324,000 | -32.7% | 13,682 | -26.1% | 0.05% | -27.3% |
| Q4 2021 | $1,967,000 | +7.6% | 18,522 | -2.8% | 0.07% | -1.5% |
| Q3 2021 | $1,828,000 | -0.7% | 19,053 | -1.2% | 0.07% | +1.5% |
| Q2 2021 | $1,841,000 | +5.9% | 19,279 | -2.6% | 0.07% | 0.0% |
| Q1 2021 | $1,738,000 | +12.5% | 19,799 | +5.5% | 0.07% | -7.0% |
| Q4 2020 | $1,545,000 | +23.3% | 18,765 | +120.1% | 0.07% | +24.6% |
| Q3 2020 | $1,253,000 | +11.7% | 8,525 | +1.6% | 0.06% | +7.5% |
| Q2 2020 | $1,122,000 | +25.1% | 8,393 | +2.7% | 0.05% | +3.9% |
| Q1 2020 | $897,000 | -11.6% | 8,173 | +7.8% | 0.05% | +13.3% |
| Q4 2019 | $1,015,000 | +27.4% | 7,579 | +17.5% | 0.04% | +25.0% |
| Q3 2019 | $797,000 | +98.8% | 6,450 | +95.6% | 0.04% | +100.0% |
| Q2 2019 | $401,000 | – | 3,297 | – | 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% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |