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 | $1,155,887 | +3.7% | 12,847 | +7.9% | 0.01% | 0.0% |
| Q2 2023 | $1,114,429 | +12.6% | 11,901 | +5.6% | 0.01% | +8.3% |
| Q1 2023 | $989,582 | +7.2% | 11,275 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $923,181 | -1.5% | 11,215 | -9.1% | 0.01% | -14.3% |
| Q3 2022 | $937,000 | -7.1% | 12,343 | -1.3% | 0.01% | -6.7% |
| Q2 2022 | $1,009,000 | -12.5% | 12,504 | +5.1% | 0.02% | -6.2% |
| Q1 2022 | $1,153,000 | -4.5% | 11,894 | +4.7% | 0.02% | -11.1% |
| Q4 2021 | $1,207,000 | +21.8% | 11,355 | +9.7% | 0.02% | +5.9% |
| Q3 2021 | $991,000 | +4.3% | 10,352 | +4.1% | 0.02% | 0.0% |
| Q2 2021 | $950,000 | +25.3% | 9,940 | +15.2% | 0.02% | +6.2% |
| Q1 2021 | $758,000 | +10.5% | 8,632 | +3.7% | 0.02% | 0.0% |
| Q4 2020 | $686,000 | -29.3% | 8,327 | +26.1% | 0.02% | 0.0% |
| Q3 2020 | $970,000 | +116.5% | 6,601 | +96.7% | 0.02% | +23.1% |
| Q2 2020 | $448,000 | +26.2% | 3,356 | +4.0% | 0.01% | +18.2% |
| Q1 2020 | $355,000 | -19.3% | 3,228 | -1.2% | 0.01% | +10.0% |
| Q4 2019 | $440,000 | +31.3% | 3,268 | +20.4% | 0.01% | -28.6% |
| Q3 2019 | $335,000 | +1.8% | 2,715 | +0.4% | 0.01% | -6.7% |
| Q2 2019 | $329,000 | +0.9% | 2,703 | -1.9% | 0.02% | -11.8% |
| Q1 2019 | $326,000 | – | 2,756 | – | 0.02% | – |
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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% |