ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331 | -36.2% | 3,684 | -33.5% | 0.07% | -35.6% |
| Q2 2023 | $519 | 0.0% | 5,543 | -6.3% | 0.10% | -1.9% |
| Q1 2023 | $519 | +6.6% | 5,915 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $487 | -99.9% | 5,915 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $449,000 | -26.8% | 5,915 | -22.2% | 0.11% | -23.2% |
| Q2 2022 | $613,000 | -16.7% | 7,600 | 0.0% | 0.14% | -2.1% |
| Q1 2022 | $736,000 | -8.9% | 7,600 | 0.0% | 0.14% | -3.4% |
| Q4 2021 | $808,000 | +10.8% | 7,600 | 0.0% | 0.15% | +5.0% |
| Q3 2021 | $729,000 | +0.4% | 7,600 | 0.0% | 0.14% | -3.5% |
| Q2 2021 | $726,000 | +8.8% | 7,600 | 0.0% | 0.14% | -2.0% |
| Q1 2021 | $667,000 | +6.5% | 7,600 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $626,000 | -3.2% | 7,600 | +72.7% | 0.15% | -16.5% |
| Q3 2020 | $647,000 | – | 4,400 | – | 0.18% | – |
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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% |