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 | $688,951 | -3.8% | 7,658 | +0.1% | 0.51% | -5.4% |
| Q2 2023 | $716,399 | +10.4% | 7,651 | +3.5% | 0.54% | +11.4% |
| Q1 2023 | $649,059 | +7.6% | 7,395 | +0.9% | 0.48% | -11.9% |
| Q4 2022 | $603,406 | +8.5% | 7,330 | 0.0% | 0.55% | +10.7% |
| Q3 2022 | $556,000 | -5.9% | 7,330 | 0.0% | 0.49% | +8.3% |
| Q2 2022 | $591,000 | 0.0% | 7,330 | +20.2% | 0.46% | +28.8% |
| Q1 2022 | $591,000 | -6.5% | 6,099 | +2.6% | 0.35% | +18.8% |
| Q4 2021 | $632,000 | +19.0% | 5,945 | +7.5% | 0.30% | +10.4% |
| Q3 2021 | $531,000 | -13.7% | 5,531 | -14.1% | 0.27% | -8.8% |
| Q2 2021 | $615,000 | +7.0% | 6,439 | -1.7% | 0.30% | +0.3% |
| Q1 2021 | $575,000 | -4.0% | 6,548 | -9.9% | 0.30% | +3.1% |
| Q4 2020 | $599,000 | +21.3% | 7,271 | +116.3% | 0.29% | +11.3% |
| Q3 2020 | $494,000 | -2.4% | 3,362 | -11.1% | 0.26% | -17.6% |
| Q2 2020 | $506,000 | +23.7% | 3,780 | +1.5% | 0.31% | +9.9% |
| Q1 2020 | $409,000 | +62.3% | 3,725 | +97.9% | 0.28% | +75.3% |
| Q4 2019 | $252,000 | +17.8% | 1,882 | +8.6% | 0.16% | +13.3% |
| Q3 2019 | $214,000 | – | 1,733 | – | 0.14% | – |
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% |
| 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% |