ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,502 | -3.9% | 5,952 | 0.0% | 0.07% | -5.4% |
| Q2 2023 | $557,346 | +11.4% | 5,952 | +4.5% | 0.07% | +7.2% |
| Q1 2023 | $500,114 | +12.6% | 5,698 | +5.6% | 0.07% | +11.3% |
| Q4 2022 | $444,281 | +20.1% | 5,397 | +10.8% | 0.06% | +8.8% |
| Q3 2022 | $370,000 | +1.9% | 4,869 | +8.2% | 0.06% | +11.8% |
| Q2 2022 | $363,000 | -14.8% | 4,501 | +2.3% | 0.05% | -12.1% |
| Q1 2022 | $426,000 | -10.5% | 4,400 | -1.7% | 0.06% | -1.7% |
| Q4 2021 | $476,000 | +20.5% | 4,477 | +8.8% | 0.06% | +13.5% |
| Q3 2021 | $395,000 | +1.3% | 4,114 | +0.7% | 0.05% | +2.0% |
| Q2 2021 | $390,000 | +8.6% | 4,086 | 0.0% | 0.05% | +2.0% |
| Q1 2021 | $359,000 | – | 4,086 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |