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 | $2,544,850 | +18.1% | 28,286 | +22.9% | 0.02% | +6.7% |
| Q2 2023 | $2,154,844 | -3.1% | 23,012 | -9.2% | 0.02% | -6.2% |
| Q1 2023 | $2,223,390 | -2.9% | 25,332 | -9.0% | 0.02% | -15.8% |
| Q4 2022 | $2,290,554 | +7.6% | 27,825 | -0.7% | 0.02% | -26.9% |
| Q3 2022 | $2,128,000 | -5.4% | 28,031 | +0.6% | 0.03% | -10.3% |
| Q2 2022 | $2,249,000 | -33.8% | 27,862 | -20.5% | 0.03% | -29.3% |
| Q1 2022 | $3,395,000 | -9.6% | 35,060 | -0.8% | 0.04% | -10.9% |
| Q4 2021 | $3,754,000 | +12.3% | 35,329 | +1.4% | 0.05% | +2.2% |
| Q3 2021 | $3,344,000 | +17.1% | 34,854 | +16.6% | 0.04% | +12.5% |
| Q2 2021 | $2,856,000 | +167.4% | 29,892 | +145.8% | 0.04% | +73.9% |
| Q1 2021 | $1,068,000 | +18.7% | 12,161 | +11.3% | 0.02% | +9.5% |
| Q4 2020 | $900,000 | +24.3% | 10,925 | +122.0% | 0.02% | +10.5% |
| Q3 2020 | $724,000 | +44.8% | 4,922 | +31.6% | 0.02% | +46.2% |
| Q2 2020 | $500,000 | +10.6% | 3,740 | -9.3% | 0.01% | -13.3% |
| Q1 2020 | $452,000 | -13.2% | 4,122 | +6.1% | 0.02% | +7.1% |
| Q4 2019 | $521,000 | +9.7% | 3,884 | +1.2% | 0.01% | 0.0% |
| Q3 2019 | $475,000 | -13.2% | 3,839 | -14.4% | 0.01% | -17.6% |
| Q2 2019 | $547,000 | -12.8% | 4,485 | -15.3% | 0.02% | -15.0% |
| Q1 2019 | $627,000 | +14.4% | 5,296 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $548,000 | -22.6% | 5,296 | -10.7% | 0.02% | -16.0% |
| Q3 2018 | $708,000 | +20.0% | 5,930 | +13.6% | 0.02% | -16.7% |
| Q2 2018 | $590,000 | +6.5% | 5,219 | +4.7% | 0.03% | +25.0% |
| Q1 2018 | $554,000 | 0.0% | 4,984 | +0.0% | 0.02% | +4.3% |
| Q4 2017 | $554,000 | -22.6% | 4,983 | -27.3% | 0.02% | -30.3% |
| Q3 2017 | $716,000 | -41.0% | 6,851 | -42.2% | 0.03% | -42.1% |
| Q2 2017 | $1,213,000 | +4.3% | 11,855 | +0.2% | 0.06% | +3.6% |
| Q1 2017 | $1,163,000 | +16.5% | 11,828 | +9.1% | 0.06% | +5.8% |
| Q4 2016 | $998,000 | -15.7% | 10,843 | -16.7% | 0.05% | +15.6% |
| Q3 2016 | $1,184,000 | +27.7% | 13,022 | +21.5% | 0.04% | -16.7% |
| Q2 2016 | $927,000 | +7.5% | 10,716 | +5.5% | 0.05% | 0.0% |
| Q1 2016 | $862,000 | +5.5% | 10,154 | +3.3% | 0.05% | +3.8% |
| Q4 2015 | $817,000 | +89.6% | 9,826 | +79.5% | 0.05% | +79.3% |
| Q3 2015 | $431,000 | -6.5% | 5,473 | +2.5% | 0.03% | -3.3% |
| Q2 2015 | $461,000 | 0.0% | 5,342 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $461,000 | +22.0% | 5,342 | +21.9% | 0.03% | +11.1% |
| Q4 2014 | $378,000 | +21.2% | 4,384 | +15.6% | 0.03% | +28.6% |
| Q3 2014 | $312,000 | +6.1% | 3,792 | +6.1% | 0.02% | +10.5% |
| Q2 2014 | $294,000 | -3.0% | 3,573 | -7.9% | 0.02% | -13.6% |
| Q1 2014 | $303,000 | +45.7% | 3,878 | +32.1% | 0.02% | +22.2% |
| Q3 2013 | $208,000 | +4.0% | 2,935 | -0.1% | 0.02% | -10.0% |
| Q2 2013 | $200,000 | – | 2,938 | – | 0.02% | – |
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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% |