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 | $6,062,086 | +0.3% | 67,379 | +4.4% | 0.03% | +7.4% |
| Q2 2023 | $6,045,866 | +7.2% | 64,565 | +0.5% | 0.03% | 0.0% |
| Q1 2023 | $5,640,538 | +14.8% | 64,265 | +7.7% | 0.03% | +12.5% |
| Q4 2022 | $4,913,682 | +30.0% | 59,690 | +19.9% | 0.02% | +20.0% |
| Q3 2022 | $3,779,000 | -5.9% | 49,784 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $4,017,000 | -18.3% | 49,784 | -1.9% | 0.02% | -4.8% |
| Q1 2022 | $4,915,000 | -10.8% | 50,754 | -2.2% | 0.02% | -4.5% |
| Q4 2021 | $5,512,000 | +14.7% | 51,880 | +3.5% | 0.02% | +4.8% |
| Q3 2021 | $4,807,000 | +0.7% | 50,104 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $4,775,000 | -45.1% | 49,984 | -49.6% | 0.02% | +5.0% |
| Q1 2021 | $8,702,000 | +49.3% | 99,080 | +39.9% | 0.02% | -31.0% |
| Q4 2020 | $5,830,000 | +38.9% | 70,808 | +148.2% | 0.03% | +26.1% |
| Q3 2020 | $4,196,000 | +22.8% | 28,525 | +11.7% | 0.02% | +15.0% |
| Q2 2020 | $3,417,000 | +26.6% | 25,541 | +3.8% | 0.02% | +11.1% |
| Q1 2020 | $2,700,000 | -14.6% | 24,600 | +4.3% | 0.02% | +5.9% |
| Q4 2019 | $3,161,000 | +8.4% | 23,587 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $2,916,000 | +4.3% | 23,587 | +2.8% | 0.02% | +6.2% |
| Q2 2019 | $2,795,000 | +19.5% | 22,934 | +16.0% | 0.02% | +14.3% |
| Q1 2019 | $2,338,000 | +19.3% | 19,768 | +4.1% | 0.01% | +7.7% |
| Q4 2018 | $1,959,000 | -7.4% | 18,994 | +7.2% | 0.01% | +8.3% |
| Q3 2018 | $2,116,000 | +18.9% | 17,725 | +12.4% | 0.01% | +20.0% |
| Q2 2018 | $1,780,000 | +73.2% | 15,775 | +70.2% | 0.01% | +66.7% |
| Q1 2018 | $1,028,000 | +19.3% | 9,270 | +19.5% | 0.01% | +20.0% |
| Q4 2017 | $862,000 | -7.7% | 7,760 | -13.2% | 0.01% | -16.7% |
| Q3 2017 | $934,000 | +44.6% | 8,940 | +41.5% | 0.01% | +50.0% |
| Q2 2017 | $646,000 | – | 6,320 | – | 0.00% | – |
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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% |