ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,741,000 | -14.8% | 45,964 | -1.5% | 0.69% | -1.1% |
| Q3 2018 | $5,567,000 | +8.3% | 46,641 | +2.3% | 0.70% | -0.6% |
| Q2 2018 | $5,142,000 | -2.1% | 45,582 | -3.8% | 0.71% | -5.6% |
| Q1 2018 | $5,254,000 | -0.2% | 47,392 | 0.0% | 0.75% | +0.3% |
| Q4 2017 | $5,264,000 | +5.3% | 47,392 | -1.0% | 0.75% | -7.9% |
| Q3 2017 | $5,000,000 | +82.5% | 47,849 | +78.6% | 0.81% | +76.5% |
| Q2 2017 | $2,739,000 | +4.1% | 26,786 | 0.0% | 0.46% | +9.0% |
| Q1 2017 | $2,632,000 | +6.8% | 26,786 | 0.0% | 0.42% | -9.7% |
| Q4 2016 | $2,465,000 | +0.0% | 26,786 | -1.1% | 0.47% | -2.1% |
| Q3 2016 | $2,464,000 | +293.0% | 27,094 | +273.6% | 0.48% | +283.9% |
| Q2 2016 | $627,000 | +1.6% | 7,252 | 0.0% | 0.12% | -0.8% |
| Q1 2016 | $617,000 | +32.7% | 7,252 | +30.0% | 0.12% | +30.2% |
| Q4 2015 | $465,000 | – | 5,580 | – | 0.10% | – |
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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% |