ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,475 | -4.5% | 4,140 | -0.6% | 0.06% | 0.0% |
| Q2 2023 | $390,010 | +6.3% | 4,165 | -0.4% | 0.06% | 0.0% |
| Q1 2023 | $366,878 | +7.4% | 4,180 | +0.7% | 0.06% | +5.1% |
| Q4 2022 | $341,628 | +8.5% | 4,150 | 0.0% | 0.06% | -1.7% |
| Q3 2022 | $315,000 | -6.2% | 4,150 | -0.5% | 0.06% | 0.0% |
| Q2 2022 | $336,000 | -17.4% | 4,170 | -0.7% | 0.06% | -4.8% |
| Q1 2022 | $407,000 | -7.7% | 4,200 | +1.2% | 0.06% | -3.1% |
| Q4 2021 | $441,000 | +10.5% | 4,150 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $399,000 | +0.5% | 4,150 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $397,000 | -5.3% | 4,150 | -13.0% | 0.06% | -9.7% |
| Q1 2021 | $419,000 | +5.5% | 4,770 | -1.0% | 0.07% | +1.4% |
| Q4 2020 | $397,000 | +7.3% | 4,820 | +92.0% | 0.07% | -2.7% |
| Q3 2020 | $370,000 | +10.1% | 2,510 | 0.0% | 0.07% | +4.3% |
| Q2 2020 | $336,000 | +21.7% | 2,510 | 0.0% | 0.07% | +4.5% |
| Q1 2020 | $276,000 | -17.9% | 2,510 | 0.0% | 0.07% | +1.5% |
| Q4 2019 | $336,000 | +8.4% | 2,510 | 0.0% | 0.07% | +6.5% |
| Q3 2019 | $310,000 | – | 2,510 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |