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 2021 | $110,000 | +10.0% | 1,147 | +0.5% | 0.02% | -6.2% |
| Q1 2021 | $100,000 | +6.4% | 1,141 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $94,000 | 0.0% | 1,141 | +79.1% | 0.02% | -11.8% |
| Q3 2020 | $94,000 | +10.6% | 637 | +0.3% | 0.02% | -5.6% |
| Q2 2020 | $85,000 | +23.2% | 635 | +0.8% | 0.02% | 0.0% |
| Q1 2020 | $69,000 | -17.9% | 630 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $84,000 | +9.1% | 630 | +1.0% | 0.02% | 0.0% |
| Q3 2019 | $77,000 | +1.3% | 624 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $76,000 | +2.7% | 624 | +0.3% | 0.02% | 0.0% |
| Q1 2019 | $74,000 | +15.6% | 622 | +0.3% | 0.02% | 0.0% |
| Q4 2018 | $64,000 | -13.5% | 620 | -0.6% | 0.02% | -13.0% |
| Q3 2018 | $74,000 | -11.9% | 624 | -16.2% | 0.02% | -20.7% |
| Q2 2018 | $84,000 | – | 745 | – | 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% |