ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,310,158 | -14.9% | 69,830 | -11.8% | 1.08% | -36.8% |
| Q2 2023 | $7,411,512 | -37.4% | 79,149 | -41.3% | 1.71% | -33.6% |
| Q1 2023 | $11,843,684 | +3.9% | 134,940 | -2.5% | 2.57% | -7.0% |
| Q4 2022 | $11,394,570 | +5.3% | 138,418 | -2.9% | 2.76% | +13.1% |
| Q3 2022 | $10,826,000 | -5.9% | 142,618 | 0.0% | 2.44% | +5.4% |
| Q2 2022 | $11,508,000 | -23.9% | 142,618 | -8.6% | 2.32% | -1.2% |
| Q1 2022 | $15,115,000 | +84.1% | 156,080 | +102.0% | 2.34% | +81.2% |
| Q4 2021 | $8,208,000 | +7.3% | 77,254 | -3.1% | 1.29% | -6.7% |
| Q3 2021 | $7,648,000 | -9.9% | 79,707 | -10.3% | 1.39% | -9.2% |
| Q2 2021 | $8,493,000 | -2.4% | 88,895 | -10.3% | 1.53% | -14.7% |
| Q1 2021 | $8,706,000 | +33.8% | 99,132 | +25.5% | 1.79% | +30.7% |
| Q4 2020 | $6,505,000 | +66.9% | 78,996 | +198.2% | 1.37% | +1.7% |
| Q3 2020 | $3,897,000 | – | 26,494 | – | 1.35% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
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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% |