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 | $245,619 | -3.9% | 2,730 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $255,638 | +6.7% | 2,730 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $239,613 | +6.6% | 2,730 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $224,734 | +8.6% | 2,730 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $207,000 | -11.5% | 2,730 | -5.9% | 0.02% | -4.2% |
| Q2 2022 | $234,000 | -16.7% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $281,000 | -8.8% | 2,900 | 0.0% | 0.02% | -7.7% |
| Q4 2021 | $308,000 | +10.8% | 2,900 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $278,000 | +0.4% | 2,900 | 0.0% | 0.03% | +18.2% |
| Q2 2021 | $277,000 | +8.6% | 2,900 | 0.0% | 0.02% | -15.4% |
| Q1 2021 | $255,000 | +6.7% | 2,900 | 0.0% | 0.03% | -7.1% |
| Q4 2020 | $239,000 | +12.2% | 2,900 | +100.0% | 0.03% | -9.7% |
| Q3 2020 | $213,000 | +6.0% | 1,450 | -3.7% | 0.03% | -8.8% |
| Q2 2020 | $201,000 | -5.6% | 1,505 | -5.3% | 0.03% | 0.0% |
| Q4 2019 | $213,000 | – | 1,590 | – | 0.03% | – |
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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% |