ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $275,000 | +10.0% | 1,870 | 0.0% | 0.21% | -0.9% |
| Q2 2020 | $250,000 | -9.7% | 1,870 | -26.0% | 0.22% | -21.0% |
| Q1 2020 | $277,000 | -18.3% | 2,528 | 0.0% | 0.27% | -1.4% |
| Q4 2019 | $339,000 | +8.7% | 2,528 | 0.0% | 0.28% | -12.4% |
| Q3 2019 | $312,000 | +1.3% | 2,528 | 0.0% | 0.32% | +114.3% |
| Q2 2019 | $308,000 | +3.0% | 2,528 | 0.0% | 0.15% | +25.6% |
| Q1 2019 | $299,000 | +14.6% | 2,528 | 0.0% | 0.12% | -3.3% |
| Q4 2018 | $261,000 | – | 2,528 | – | 0.12% | – |
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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% |