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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $343 | -24.9% | 3,659 | -29.7% | 0.03% | -18.9% |
| Q1 2023 | $457 | -100.0% | 5,204 | -14.2% | 0.04% | -15.9% |
| Q4 2022 | $499,176,870 | +93730.2% | 6,064 | -13.4% | 0.04% | -15.4% |
| Q3 2022 | $532,000 | +44.2% | 7,003 | -4.3% | 0.05% | +40.5% |
| Q2 2022 | $369,000 | -31.8% | 7,315 | +30.9% | 0.04% | -17.8% |
| Q1 2022 | $541,000 | +11.5% | 5,589 | +22.7% | 0.04% | +9.8% |
| Q4 2021 | $485,000 | +41.8% | 4,556 | +27.8% | 0.04% | +7.9% |
| Q3 2021 | $342,000 | +14.8% | 3,565 | +14.2% | 0.04% | -9.5% |
| Q2 2021 | $298,000 | +37.3% | 3,121 | +26.3% | 0.04% | +50.0% |
| Q1 2021 | $217,000 | – | 2,471 | – | 0.03% | – |
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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% |