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 2023 | $1,215,675 | -3.9% | 13,512 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,265,264 | +6.7% | 13,512 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $1,185,948 | +6.6% | 13,512 | 0.0% | 0.02% | +4.3% |
| Q4 2022 | $1,112,308 | +9.3% | 13,512 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $1,018,000 | -8.3% | 13,412 | -2.5% | 0.02% | 0.0% |
| Q2 2022 | $1,110,000 | -16.7% | 13,762 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $1,333,000 | -8.8% | 13,762 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,462,000 | +10.8% | 13,762 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,320,000 | -33.3% | 13,762 | -33.6% | 0.02% | -33.3% |
| Q2 2021 | $1,979,000 | +8.8% | 20,712 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,819,000 | +6.7% | 20,712 | 0.0% | 0.04% | -2.7% |
| Q4 2020 | $1,705,000 | +12.0% | 20,712 | +100.0% | 0.04% | 0.0% |
| Q3 2020 | $1,523,000 | +10.0% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $1,385,000 | +21.8% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $1,137,000 | -18.1% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $1,388,000 | +8.4% | 10,356 | 0.0% | 0.04% | -2.6% |
| Q3 2019 | $1,280,000 | +1.4% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $1,262,000 | +5.6% | 10,356 | +2.5% | 0.04% | 0.0% |
| Q1 2019 | $1,195,000 | +26.6% | 10,106 | +10.4% | 0.04% | +5.6% |
| Q4 2018 | $944,000 | -13.6% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q3 2018 | $1,092,000 | +5.8% | 9,152 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $1,032,000 | +1.7% | 9,152 | 0.0% | 0.04% | -10.3% |
| Q1 2018 | $1,015,000 | -0.2% | 9,152 | 0.0% | 0.04% | +2.6% |
| Q4 2017 | $1,017,000 | +6.4% | 9,152 | 0.0% | 0.04% | +2.7% |
| Q3 2017 | $956,000 | +2.1% | 9,152 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $936,000 | +4.1% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q1 2017 | $899,000 | +6.8% | 9,152 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $842,000 | +1.2% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q3 2016 | $832,000 | +5.2% | 9,152 | 0.0% | 0.03% | -2.9% |
| Q2 2016 | $791,000 | +1.5% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q1 2016 | $779,000 | +1.0% | 9,152 | -1.1% | 0.03% | -5.6% |
| Q4 2015 | $771,000 | +14.7% | 9,252 | +8.5% | 0.04% | +12.5% |
| Q3 2015 | $672,000 | -1.5% | 8,527 | +6.5% | 0.03% | +3.2% |
| Q2 2015 | $682,000 | +10.4% | 8,008 | +11.4% | 0.03% | +10.7% |
| Q1 2015 | $618,000 | +28.8% | 7,190 | +29.0% | 0.03% | +16.7% |
| Q4 2014 | $480,000 | -17.5% | 5,575 | -21.2% | 0.02% | -17.2% |
| Q3 2014 | $582,000 | -1.5% | 7,075 | -1.7% | 0.03% | -3.3% |
| Q2 2014 | $591,000 | +0.7% | 7,194 | -4.3% | 0.03% | -9.1% |
| Q1 2014 | $587,000 | -28.4% | 7,514 | -29.7% | 0.03% | -26.7% |
| Q4 2013 | $820,000 | +15.7% | 10,685 | +6.6% | 0.04% | +9.8% |
| Q3 2013 | $709,000 | +11.0% | 10,020 | +6.1% | 0.04% | +13.9% |
| Q2 2013 | $639,000 | – | 9,445 | – | 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% |