ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,888 | -3.9% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,392 | +16.3% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -19.5% | 410 | -3.5% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | -8.9% | 425 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | -38.4% | 425 | -44.2% | 0.00% | -50.0% |
| Q3 2021 | $73,000 | 0.0% | 761 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $73,000 | -25.5% | 761 | -31.8% | 0.00% | -33.3% |
| Q1 2021 | $98,000 | -17.6% | 1,116 | -22.8% | 0.01% | -25.0% |
| Q4 2020 | $119,000 | +1.7% | 1,445 | +82.2% | 0.01% | -20.0% |
| Q3 2020 | $117,000 | -26.9% | 793 | -33.8% | 0.01% | -28.6% |
| Q2 2020 | $160,000 | +22.1% | 1,198 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $131,000 | -18.1% | 1,198 | 0.0% | 0.02% | +23.1% |
| Q4 2019 | $160,000 | – | 1,198 | – | 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% |