ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,421 | -3.9% | 2,650 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $248,146 | -19.2% | 2,650 | -24.3% | 0.02% | -24.1% |
| Q1 2023 | $307,195 | +6.6% | 3,500 | 0.0% | 0.03% | +3.6% |
| Q4 2022 | $288,120 | +8.3% | 3,500 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $266,000 | -5.7% | 3,500 | 0.0% | 0.03% | -3.3% |
| Q2 2022 | $282,000 | -16.8% | 3,500 | 0.0% | 0.03% | -6.2% |
| Q1 2022 | $339,000 | -8.9% | 3,500 | 0.0% | 0.03% | -8.6% |
| Q4 2021 | $372,000 | +10.7% | 3,500 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $336,000 | +0.6% | 3,500 | 0.0% | 0.03% | -32.0% |
| Q2 2021 | $334,000 | – | 3,500 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |