ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $305,000 | +10.9% | 2,869 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $275,000 | -8.9% | 2,871 | -9.2% | 0.01% | -6.7% |
| Q2 2021 | $302,000 | +8.6% | 3,163 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $278,000 | +36.9% | 3,163 | +28.2% | 0.02% | +25.0% |
| Q4 2020 | $203,000 | +1.5% | 2,468 | +35.6% | 0.01% | -29.4% |
| Q1 2020 | $200,000 | -18.0% | 1,820 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $244,000 | +8.4% | 1,820 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $225,000 | +1.4% | 1,820 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $222,000 | +3.3% | 1,820 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $215,000 | +14.4% | 1,820 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $188,000 | -13.4% | 1,820 | 0.0% | 0.02% | -5.0% |
| Q3 2018 | $217,000 | +5.9% | 1,820 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $205,000 | +1.5% | 1,820 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $202,000 | 0.0% | 1,820 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $202,000 | +6.3% | 1,820 | 0.0% | 0.02% | -8.7% |
| Q3 2017 | $190,000 | +2.2% | 1,820 | 0.0% | 0.02% | -4.2% |
| Q2 2017 | $186,000 | +3.9% | 1,820 | 0.0% | 0.02% | -7.7% |
| Q1 2017 | $179,000 | +7.2% | 1,820 | 0.0% | 0.03% | -3.7% |
| Q4 2016 | $167,000 | +0.6% | 1,820 | 0.0% | 0.03% | -6.9% |
| Q3 2016 | $166,000 | +5.7% | 1,820 | 0.0% | 0.03% | -6.5% |
| Q2 2016 | $157,000 | +1.3% | 1,820 | 0.0% | 0.03% | -3.1% |
| Q1 2016 | $155,000 | +2.0% | 1,820 | 0.0% | 0.03% | -3.0% |
| Q4 2015 | $152,000 | +6.3% | 1,820 | 0.0% | 0.03% | +6.5% |
| Q3 2015 | $143,000 | -7.7% | 1,820 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $155,000 | -0.6% | 1,820 | 0.0% | 0.03% | -6.1% |
| Q1 2015 | $156,000 | +7.6% | 1,820 | +8.0% | 0.03% | -2.9% |
| Q4 2014 | $145,000 | +4.3% | 1,685 | 0.0% | 0.03% | -2.9% |
| Q3 2014 | $139,000 | 0.0% | 1,685 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $139,000 | +5.3% | 1,685 | 0.0% | 0.04% | -2.8% |
| Q1 2014 | $132,000 | +2.3% | 1,685 | 0.0% | 0.04% | -16.3% |
| Q4 2013 | $129,000 | +8.4% | 1,685 | 0.0% | 0.04% | -2.3% |
| Q3 2013 | $119,000 | +4.4% | 1,685 | 0.0% | 0.04% | -4.3% |
| Q2 2013 | $114,000 | – | 1,685 | – | 0.05% | – |
Download | ||||||
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% |