ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,836 | +0.8% | 2,566 | +4.5% | 0.09% | +1.1% |
| Q2 2023 | $229,938 | -16.9% | 2,456 | -22.1% | 0.09% | -13.9% |
| Q1 2023 | $276,746 | -16.5% | 3,153 | -21.7% | 0.10% | -12.9% |
| Q4 2022 | $331,476 | -99.9% | 4,027 | -5.2% | 0.12% | -4.1% |
| Q3 2022 | $322,548,000 | +91794.0% | 4,249 | +17.1% | 0.12% | +10.0% |
| Q1 2022 | $351,000 | +1.4% | 3,628 | +11.5% | 0.11% | +3.8% |
| Q4 2021 | $346,000 | +16.5% | 3,253 | +5.1% | 0.11% | +7.1% |
| Q3 2021 | $297,000 | – | 3,095 | – | 0.10% | – |
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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% |