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 | $767,084 | -7.6% | 8,526 | -3.8% | 1.38% | -5.6% |
| Q2 2023 | $829,838 | +7.3% | 8,862 | +0.6% | 1.46% | +6.9% |
| Q1 2023 | $773,341 | +6.7% | 8,811 | +0.1% | 1.36% | -5.8% |
| Q4 2022 | $724,663 | -4.9% | 8,803 | +6.4% | 1.45% | -6.0% |
| Q2 2022 | $762,000 | -3.3% | 8,273 | +1.6% | 1.54% | +23.4% |
| Q1 2022 | $788,000 | -8.6% | 8,142 | +0.4% | 1.25% | +90.2% |
| Q4 2021 | $862,000 | +12.7% | 8,112 | +1.8% | 0.66% | +7.5% |
| Q3 2021 | $765,000 | -1.2% | 7,970 | -1.6% | 0.61% | +2.5% |
| Q2 2021 | $774,000 | +23.1% | 8,100 | +13.1% | 0.60% | +10.0% |
| Q1 2021 | $629,000 | +17.4% | 7,162 | +10.0% | 0.54% | +7.8% |
| Q4 2020 | $536,000 | +37.1% | 6,510 | +145.0% | 0.50% | +13.3% |
| Q3 2020 | $391,000 | +4.0% | 2,657 | +2.9% | 0.44% | +5.7% |
| Q2 2020 | $376,000 | +64.2% | 2,583 | +23.9% | 0.42% | +27.4% |
| Q1 2020 | $229,000 | – | 2,085 | – | 0.33% | – |
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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% |