ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 123 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $81,000 | -5.8% | 1,068 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $86,000 | -16.5% | 1,068 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $103,000 | -95.1% | 1,068 | -94.6% | 0.02% | -94.6% |
| Q4 2021 | $2,107,000 | +10.8% | 19,828 | 0.0% | 0.28% | +6.2% |
| Q3 2021 | $1,902,000 | +0.4% | 19,828 | 0.0% | 0.26% | -0.4% |
| Q2 2021 | $1,894,000 | +8.8% | 19,828 | 0.0% | 0.26% | +0.8% |
| Q1 2021 | $1,741,000 | +6.6% | 19,828 | 0.0% | 0.26% | +2.4% |
| Q4 2020 | $1,633,000 | +12.0% | 19,828 | +100.0% | 0.25% | +11.5% |
| Q3 2020 | $1,458,000 | +10.5% | 9,914 | +0.5% | 0.23% | +25.4% |
| Q2 2020 | $1,320,000 | +21.9% | 9,869 | 0.0% | 0.18% | +4.0% |
| Q1 2020 | $1,083,000 | -18.1% | 9,869 | 0.0% | 0.17% | +20.0% |
| Q4 2019 | $1,323,000 | +7.0% | 9,869 | -1.4% | 0.14% | 0.0% |
| Q3 2019 | $1,237,000 | +1.6% | 10,005 | +0.2% | 0.14% | -7.1% |
| Q2 2019 | $1,217,000 | +3.1% | 9,982 | 0.0% | 0.16% | +3.3% |
| Q1 2019 | $1,180,000 | +5.6% | 9,982 | +0.8% | 0.15% | -11.2% |
| Q4 2018 | $1,117,000 | -5.4% | 9,898 | +0.1% | 0.17% | +0.6% |
| Q3 2018 | $1,181,000 | +5.7% | 9,892 | -0.1% | 0.17% | -0.6% |
| Q2 2018 | $1,117,000 | +2.5% | 9,898 | +0.7% | 0.17% | -2.3% |
| Q1 2018 | $1,090,000 | +36.8% | 9,830 | +36.9% | 0.17% | +46.2% |
| Q4 2017 | $797,000 | +6.8% | 7,179 | +0.6% | 0.12% | +2.6% |
| Q3 2017 | $746,000 | +2.9% | 7,135 | +0.6% | 0.12% | +0.9% |
| Q2 2017 | $725,000 | +2688.5% | 7,089 | +2555.1% | 0.12% | +2775.0% |
| Q1 2017 | $26,000 | +73.3% | 267 | +67.9% | 0.00% | +100.0% |
| Q4 2016 | $15,000 | +36.4% | 159 | +34.7% | 0.00% | 0.0% |
| Q3 2016 | $11,000 | +22.2% | 118 | +18.0% | 0.00% | +100.0% |
| Q2 2016 | $9,000 | +50.0% | 100 | +40.8% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | +100.0% | 71 | +102.9% | 0.00% | – |
| Q4 2015 | $3,000 | – | 35 | – | 0.00% | – |
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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% |