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 | $330,639 | -6.5% | 3,675 | -2.6% | 0.02% | -4.5% |
| Q2 2023 | $353,491 | +6.7% | 3,775 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $331,331 | -5.8% | 3,775 | -11.7% | 0.02% | -8.3% |
| Q4 2022 | $351,918 | +8.6% | 4,275 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $324,000 | -5.3% | 4,275 | +0.6% | 0.02% | -4.2% |
| Q2 2022 | $342,000 | -23.5% | 4,250 | -8.1% | 0.02% | -14.3% |
| Q1 2022 | $447,000 | -6.9% | 4,625 | +2.2% | 0.03% | -9.7% |
| Q4 2021 | $480,000 | +4.8% | 4,525 | -5.2% | 0.03% | 0.0% |
| Q3 2021 | $458,000 | +5.5% | 4,775 | +4.9% | 0.03% | +3.3% |
| Q2 2021 | $434,000 | +15.1% | 4,550 | +5.8% | 0.03% | +114.3% |
| Q1 2021 | $377,000 | +8.0% | 4,300 | +1.2% | 0.01% | 0.0% |
| Q4 2020 | $349,000 | +11.9% | 4,250 | +100.0% | 0.01% | -6.7% |
| Q3 2020 | $312,000 | +9.9% | 2,125 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $284,000 | +26.2% | 2,125 | +3.7% | 0.01% | +7.7% |
| Q1 2020 | $225,000 | – | 2,050 | – | 0.01% | – |
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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% |