ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,447 | -3.9% | 3,106 | 0.0% | 0.02% | -14.3% |
| Q2 2023 | $290,846 | +6.7% | 3,106 | 0.0% | 0.03% | -9.7% |
| Q1 2023 | $272,614 | -49.1% | 3,106 | -52.3% | 0.03% | -50.0% |
| Q4 2022 | $535,821 | -19.4% | 6,509 | -25.7% | 0.06% | -38.0% |
| Q3 2022 | $665,000 | -25.6% | 8,757 | -21.0% | 0.10% | -24.2% |
| Q2 2022 | $894,000 | -27.6% | 11,084 | -13.1% | 0.13% | -15.9% |
| Q1 2022 | $1,235,000 | +87.1% | 12,756 | +105.3% | 0.16% | +112.2% |
| Q4 2021 | $660,000 | +10.7% | 6,212 | -0.0% | 0.07% | -2.6% |
| Q3 2021 | $596,000 | +0.3% | 6,213 | 0.0% | 0.08% | -5.0% |
| Q2 2021 | $594,000 | +8.8% | 6,213 | 0.0% | 0.08% | +5.3% |
| Q1 2021 | $546,000 | +2.4% | 6,213 | -4.1% | 0.08% | -1.3% |
| Q4 2020 | $533,000 | +12.0% | 6,478 | +100.0% | 0.08% | 0.0% |
| Q3 2020 | $476,000 | +9.9% | 3,239 | 0.0% | 0.08% | +5.5% |
| Q2 2020 | $433,000 | +7.4% | 3,239 | -11.8% | 0.07% | -9.9% |
| Q1 2020 | $403,000 | -18.1% | 3,674 | 0.0% | 0.08% | -40.9% |
| Q4 2019 | $492,000 | +8.4% | 3,674 | 0.0% | 0.14% | -4.2% |
| Q3 2019 | $454,000 | +1.3% | 3,674 | 0.0% | 0.14% | -2.7% |
| Q2 2019 | $448,000 | +3.2% | 3,674 | 0.0% | 0.15% | -5.2% |
| Q1 2019 | $434,000 | -9.0% | 3,674 | -8.1% | 0.16% | -30.2% |
| Q3 2018 | $477,000 | +5.8% | 3,998 | 0.0% | 0.22% | -4.3% |
| Q2 2018 | $451,000 | +92.7% | 3,998 | +89.7% | 0.23% | +73.1% |
| Q1 2018 | $234,000 | – | 2,108 | – | 0.13% | – |
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% |