ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,325,225 | -8.2% | 15,144 | +0.1% | 0.07% | -5.3% |
| Q2 2023 | $1,443,540 | +24.0% | 15,131 | +13.7% | 0.08% | +10.3% |
| Q1 2023 | $1,164,217 | -2.1% | 13,311 | +0.0% | 0.07% | -6.8% |
| Q4 2022 | $1,188,920 | +10.0% | 13,308 | +0.0% | 0.07% | -5.2% |
| Q3 2022 | $1,081,000 | -7.8% | 13,304 | +0.5% | 0.08% | -9.4% |
| Q2 2022 | $1,172,000 | +5.3% | 13,244 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $1,113,000 | -11.9% | 13,244 | 0.0% | 0.08% | -5.6% |
| Q4 2021 | $1,263,000 | -8.5% | 13,244 | 0.0% | 0.09% | -7.2% |
| Q3 2021 | $1,380,000 | -47.0% | 13,244 | -50.0% | 0.10% | 0.0% |
| Q2 2021 | $2,606,000 | +109.3% | 26,488 | +97.2% | 0.10% | -5.8% |
| Q1 2021 | $1,245,000 | +9.2% | 13,431 | 0.0% | 0.10% | -4.6% |
| Q4 2020 | $1,140,000 | +13.8% | 13,431 | +100.0% | 0.11% | -9.2% |
| Q3 2020 | $1,002,000 | +4.5% | 6,716 | -1.4% | 0.12% | -0.8% |
| Q2 2020 | $959,000 | +12.6% | 6,811 | -2.8% | 0.12% | -9.1% |
| Q1 2020 | $852,000 | -11.9% | 7,004 | 0.0% | 0.13% | +10.9% |
| Q4 2019 | $967,000 | – | 7,004 | – | 0.12% | – |
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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% |