ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,213 | -3.9% | 1,114 | 0.0% | 0.01% | -15.4% |
| Q2 2023 | $104,301 | +7.0% | 1,114 | +0.3% | 0.01% | +18.2% |
| Q1 2023 | $97,510 | +7.0% | 1,111 | +0.4% | 0.01% | +10.0% |
| Q4 2022 | $91,110 | +9.8% | 1,107 | +1.0% | 0.01% | +11.1% |
| Q3 2022 | $83,000 | -5.7% | 1,096 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $88,000 | -17.0% | 1,096 | +0.3% | 0.01% | -10.0% |
| Q1 2022 | $106,000 | -8.6% | 1,093 | +0.3% | 0.01% | -9.1% |
| Q4 2021 | $116,000 | -28.0% | 1,090 | -35.1% | 0.01% | -26.7% |
| Q3 2021 | $161,000 | 0.0% | 1,680 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $161,000 | +9.5% | 1,680 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $147,000 | +6.5% | 1,672 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $138,000 | +12.2% | 1,672 | +100.7% | 0.02% | -5.9% |
| Q3 2020 | $123,000 | +10.8% | 833 | +0.4% | 0.02% | +6.2% |
| Q2 2020 | $111,000 | +23.3% | 830 | +0.7% | 0.02% | 0.0% |
| Q1 2020 | $90,000 | -18.2% | 824 | 0.0% | 0.02% | -15.8% |
| Q4 2019 | $110,000 | – | 824 | – | 0.02% | – |
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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% |