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 | $1,243 | -1.4% | 13,811 | +2.6% | 0.01% | 0.0% |
| Q2 2023 | $1,261 | +5.3% | 13,461 | -1.4% | 0.01% | -12.5% |
| Q1 2023 | $1,198 | -27.1% | 13,650 | -31.6% | 0.01% | -27.3% |
| Q4 2022 | $1,643 | -99.9% | 19,957 | +0.6% | 0.01% | 0.0% |
| Q3 2022 | $1,505,000 | -7.0% | 19,830 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $1,618,000 | +67.0% | 20,054 | +100.4% | 0.01% | +83.3% |
| Q1 2022 | $969,000 | -65.3% | 10,009 | -61.9% | 0.01% | -60.0% |
| Q4 2021 | $2,791,000 | -25.1% | 26,270 | -32.4% | 0.02% | -34.8% |
| Q3 2021 | $3,726,000 | +26.2% | 38,838 | +25.7% | 0.02% | +21.1% |
| Q2 2021 | $2,952,000 | +39.0% | 30,898 | +27.7% | 0.02% | +18.8% |
| Q1 2021 | $2,124,000 | -40.3% | 24,188 | -44.1% | 0.02% | -44.8% |
| Q4 2020 | $3,560,000 | +12.1% | 43,235 | +100.3% | 0.03% | -6.5% |
| Q3 2020 | $3,175,000 | +72.6% | 21,586 | +57.0% | 0.03% | +47.6% |
| Q2 2020 | $1,839,000 | +12.1% | 13,750 | -8.0% | 0.02% | -44.7% |
| Q1 2020 | $1,640,000 | – | 14,944 | – | 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% |