ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 450 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $59,668 | +2.9% | 531 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $57,969 | +8.6% | 531 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $53,370 | -74.6% | 531 | -77.2% | 0.00% | -75.0% |
| Q3 2023 | $209,989 | -3.9% | 2,334 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $218,555 | -14.3% | 2,334 | -19.6% | 0.00% | -20.0% |
| Q1 2023 | $254,884 | -11.5% | 2,904 | -17.0% | 0.01% | -16.7% |
| Q4 2022 | $288,085 | -15.5% | 3,500 | -22.0% | 0.01% | -14.3% |
| Q3 2022 | $341,000 | -5.8% | 4,489 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $362,000 | -16.8% | 4,489 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $435,000 | +16.9% | 4,489 | +28.3% | 0.01% | +16.7% |
| Q4 2021 | $372,000 | +10.7% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $336,000 | +0.6% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $334,000 | +8.8% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $307,000 | +9.6% | 3,500 | +2.9% | 0.01% | 0.0% |
| Q4 2020 | $280,000 | +12.0% | 3,400 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $250,000 | -12.6% | 1,700 | -20.6% | 0.01% | -25.0% |
| Q2 2020 | $286,000 | +21.7% | 2,140 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $235,000 | -15.2% | 2,140 | +3.6% | 0.01% | +14.3% |
| Q4 2019 | $277,000 | +8.6% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $255,000 | +1.2% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $252,000 | – | 2,065 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPINNAKER TRUST | 1,030,982 | $90,540,000 | 6.79% |
| C-J Advisory, Inc. | 63,573 | $5,583,000 | 3.25% |
| Prostatis Group LLC | 43,201 | $3,793,912 | 2.98% |
| Colorado Capital Management, Inc. | 27,713 | $3,162,000 | 2.26% |
| Stewardship Advisors, LLC | 63,070 | $5,539,000 | 2.18% |
| Varma Mutual Pension Insurance Co | 1,479,816 | $129,957,000 | 1.88% |
| Consolidated Planning Corp | 32,746 | $2,875,000 | 1.84% |
| Permanens Capital L.P. | 99,132 | $8,706,000 | 1.79% |
| VERITY Wealth Advisors | 21,578 | $1,895,000 | 1.68% |
| LFA - Lugano Financial Advisors SA | 26,964 | $2,368,000 | 1.66% |