ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,717,562 | -7.4% | 41,320 | -3.0% | 0.03% | -5.7% |
| Q2 2023 | $4,015,548 | +1.6% | 42,595 | -5.4% | 0.04% | -7.9% |
| Q1 2023 | $3,950,378 | +535.6% | 45,009 | -3.2% | 0.04% | +22.6% |
| Q4 2022 | $621,499 | -75.6% | 46,488 | +38.8% | 0.03% | +6.9% |
| Q3 2022 | $2,543,000 | -57.8% | 33,497 | -55.2% | 0.03% | -46.3% |
| Q2 2022 | $6,027,000 | -44.0% | 74,696 | -32.8% | 0.05% | -34.1% |
| Q1 2022 | $10,758,000 | -18.6% | 111,094 | -10.7% | 0.08% | -17.2% |
| Q4 2021 | $13,219,000 | -32.2% | 124,419 | -38.8% | 0.10% | -20.2% |
| Q3 2021 | $19,511,000 | +65.4% | 203,336 | +64.7% | 0.12% | +20.4% |
| Q2 2021 | $11,796,000 | +22.3% | 123,463 | +12.4% | 0.10% | +12.0% |
| Q1 2021 | $9,645,000 | +27.7% | 109,833 | +19.7% | 0.09% | +16.5% |
| Q4 2020 | $7,554,000 | +370.9% | 91,738 | +741.2% | 0.08% | +276.2% |
| Q3 2020 | $1,604,000 | +34.8% | 10,905 | +22.6% | 0.02% | +23.5% |
| Q2 2020 | $1,190,000 | +15.2% | 8,896 | -5.4% | 0.02% | -10.5% |
| Q1 2020 | $1,033,000 | +2.0% | 9,408 | +24.5% | 0.02% | +18.8% |
| Q4 2019 | $1,013,000 | -12.6% | 7,559 | -19.4% | 0.02% | -11.1% |
| Q3 2019 | $1,159,000 | -1.3% | 9,373 | -2.7% | 0.02% | -14.3% |
| Q2 2019 | $1,174,000 | +7.6% | 9,631 | +4.4% | 0.02% | -4.5% |
| Q1 2019 | $1,091,000 | +40.6% | 9,225 | +22.5% | 0.02% | +15.8% |
| Q4 2018 | $776,000 | -2.3% | 7,528 | +13.2% | 0.02% | +18.8% |
| Q3 2018 | $794,000 | +235.0% | 6,652 | +216.9% | 0.02% | +300.0% |
| Q2 2018 | $237,000 | -48.1% | 2,099 | -49.1% | 0.00% | -77.8% |
| Q1 2018 | $457,000 | +76.4% | 4,127 | +81.7% | 0.02% | +63.6% |
| Q4 2017 | $259,000 | -43.2% | 2,271 | -47.3% | 0.01% | 0.0% |
| Q3 2017 | $456,000 | +36.5% | 4,313 | +31.7% | 0.01% | +22.2% |
| Q2 2017 | $334,000 | +25.6% | 3,276 | +20.0% | 0.01% | +28.6% |
| Q1 2017 | $266,000 | -7.6% | 2,730 | -11.6% | 0.01% | -22.2% |
| Q4 2016 | $288,000 | -13.0% | 3,087 | -16.2% | 0.01% | -30.8% |
| Q3 2016 | $331,000 | +14.9% | 3,684 | +10.6% | 0.01% | +8.3% |
| Q2 2016 | $288,000 | +15.7% | 3,331 | +14.0% | 0.01% | 0.0% |
| Q1 2016 | $249,000 | +94.5% | 2,922 | +87.9% | 0.01% | +33.3% |
| Q3 2014 | $128,000 | – | 1,555 | – | 0.01% | – |
Download | ||||||
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% |