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 | $349,893 | +5.1% | 3,889 | +9.4% | 0.23% | +8.4% |
| Q2 2023 | $332,984 | +18.6% | 3,556 | +11.2% | 0.22% | +8.6% |
| Q1 2023 | $280,776 | +62.0% | 3,199 | +51.9% | 0.20% | +41.4% |
| Q4 2022 | $173,366 | -11.5% | 2,106 | -18.6% | 0.14% | -31.0% |
| Q3 2022 | $196,000 | +790.9% | 2,588 | +841.1% | 0.20% | +866.7% |
| Q2 2022 | $22,000 | +15.8% | 275 | +37.5% | 0.02% | +31.2% |
| Q1 2022 | $19,000 | – | 200 | – | 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% |