ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $246,000 | +6.5% | 2,800 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $231,000 | -0.4% | 2,800 | +77.8% | 0.06% | -11.1% |
| Q3 2020 | $232,000 | +10.0% | 1,575 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $211,000 | 0.0% | 1,575 | 0.0% | 0.07% | -4.1% |
| Q4 2019 | $211,000 | -6.6% | 1,575 | -28.1% | 0.07% | -22.3% |
| Q4 2018 | $226,000 | -13.4% | 2,190 | 0.0% | 0.09% | +2.2% |
| Q3 2018 | $261,000 | +5.2% | 2,190 | 0.0% | 0.09% | -3.2% |
| Q2 2018 | $248,000 | – | 2,190 | – | 0.10% | – |
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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% |