ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,653,234 | -3.6% | 18,375 | +0.3% | 0.08% | -3.5% |
| Q2 2023 | $1,714,866 | +7.4% | 18,313 | +0.6% | 0.09% | 0.0% |
| Q1 2023 | $1,597,180 | +22.2% | 18,197 | +14.7% | 0.09% | +10.3% |
| Q4 2022 | $1,306,522 | -1.2% | 15,871 | -9.0% | 0.08% | -6.0% |
| Q3 2022 | $1,323,000 | +3.0% | 17,433 | +9.5% | 0.08% | -2.4% |
| Q2 2022 | $1,285,000 | -32.8% | 15,927 | -19.3% | 0.08% | -13.3% |
| Q1 2022 | $1,912,000 | -3.0% | 19,739 | +6.4% | 0.10% | -1.0% |
| Q4 2021 | $1,972,000 | +8.7% | 18,558 | -1.9% | 0.10% | -4.8% |
| Q3 2021 | $1,815,000 | +1.9% | 18,926 | +1.4% | 0.10% | +3.0% |
| Q2 2021 | $1,782,000 | +30.5% | 18,661 | +20.0% | 0.10% | +20.2% |
| Q1 2021 | $1,365,000 | +6.6% | 15,549 | -0.1% | 0.08% | -3.4% |
| Q4 2020 | $1,281,000 | +21.8% | 15,568 | +117.5% | 0.09% | +7.4% |
| Q3 2020 | $1,052,000 | +11.0% | 7,158 | +1.0% | 0.08% | +3.8% |
| Q2 2020 | $948,000 | +193.5% | 7,085 | +140.2% | 0.08% | +105.3% |
| Q1 2020 | $323,000 | -45.3% | 2,950 | -33.2% | 0.04% | -11.6% |
| Q4 2019 | $591,000 | +9.4% | 4,415 | +0.9% | 0.04% | 0.0% |
| Q3 2019 | $540,000 | +2.3% | 4,374 | +0.8% | 0.04% | 0.0% |
| Q2 2019 | $528,000 | -17.0% | 4,339 | -19.3% | 0.04% | -17.3% |
| Q1 2019 | $636,000 | +9.1% | 5,379 | -4.8% | 0.05% | -8.8% |
| Q4 2018 | $583,000 | -12.3% | 5,649 | +1.4% | 0.06% | +3.6% |
| Q3 2018 | $665,000 | -4.9% | 5,571 | -10.1% | 0.06% | -9.8% |
| Q2 2018 | $699,000 | +4.3% | 6,196 | +2.5% | 0.06% | 0.0% |
| Q1 2018 | $670,000 | -6.2% | 6,046 | -5.9% | 0.06% | -11.6% |
| Q4 2017 | $714,000 | +15.0% | 6,426 | +8.1% | 0.07% | -1.4% |
| Q3 2017 | $621,000 | +2.1% | 5,947 | 0.0% | 0.07% | -13.6% |
| Q2 2017 | $608,000 | -59.7% | 5,947 | -61.3% | 0.08% | -60.1% |
| Q1 2017 | $1,509,000 | +33.7% | 15,361 | +25.2% | 0.20% | +28.5% |
| Q4 2016 | $1,129,000 | -16.4% | 12,266 | -17.4% | 0.16% | -18.6% |
| Q3 2016 | $1,350,000 | -42.6% | 14,845 | -45.4% | 0.19% | -45.2% |
| Q2 2016 | $2,350,000 | +10.9% | 27,180 | +9.2% | 0.35% | +9.9% |
| Q1 2016 | $2,119,000 | -0.3% | 24,900 | -2.3% | 0.32% | +5.6% |
| Q4 2015 | $2,125,000 | +76.1% | 25,490 | +66.4% | 0.30% | +43.9% |
| Q3 2015 | $1,207,000 | -0.1% | 15,320 | +8.0% | 0.21% | +31.7% |
| Q2 2015 | $1,208,000 | +0.8% | 14,190 | +1.6% | 0.16% | +1.3% |
| Q1 2015 | $1,199,000 | +53.9% | 13,960 | +54.2% | 0.16% | +47.2% |
| Q4 2014 | $779,000 | +26.3% | 9,052 | +20.8% | 0.11% | +25.6% |
| Q3 2014 | $617,000 | +26.2% | 7,491 | +26.1% | 0.09% | +21.1% |
| Q2 2014 | $489,000 | +63.5% | 5,941 | +52.3% | 0.07% | +22.4% |
| Q4 2013 | $299,000 | +44.4% | 3,900 | +33.1% | 0.06% | +31.8% |
| Q3 2013 | $207,000 | – | 2,930 | – | 0.04% | – |
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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% |