ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,117,683 | +5.1% | 123,571 | +9.4% | 0.03% | +7.1% |
| Q2 2023 | $10,575,514 | +11.3% | 112,938 | +4.3% | 0.03% | +21.7% |
| Q1 2023 | $9,504,613 | +106921.9% | 108,290 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $8,881 | -99.9% | 107,881 | +32.6% | 0.02% | +27.8% |
| Q3 2022 | $6,175,000 | +0.3% | 81,341 | +6.6% | 0.02% | +5.9% |
| Q2 2022 | $6,157,000 | -13.5% | 76,303 | +3.8% | 0.02% | -5.6% |
| Q1 2022 | $7,121,000 | -0.2% | 73,531 | +9.5% | 0.02% | +5.9% |
| Q4 2021 | $7,135,000 | +32.5% | 67,149 | +19.7% | 0.02% | +21.4% |
| Q3 2021 | $5,383,000 | +8.0% | 56,098 | +7.5% | 0.01% | +7.7% |
| Q2 2021 | $4,984,000 | +33.2% | 52,171 | +22.5% | 0.01% | +30.0% |
| Q1 2021 | $3,741,000 | +35.6% | 42,596 | +27.1% | 0.01% | +25.0% |
| Q4 2020 | $2,759,000 | +46.9% | 33,505 | +162.5% | 0.01% | +33.3% |
| Q3 2020 | $1,878,000 | +26.8% | 12,766 | +15.3% | 0.01% | 0.0% |
| Q2 2020 | $1,481,000 | +38.2% | 11,070 | +13.3% | 0.01% | +20.0% |
| Q1 2020 | $1,072,000 | +44.7% | 9,770 | +76.7% | 0.01% | +66.7% |
| Q4 2019 | $741,000 | +243.1% | 5,528 | +164.6% | 0.00% | +200.0% |
| Q4 2018 | $216,000 | -27.8% | 2,089 | -15.9% | 0.00% | -50.0% |
| Q3 2018 | $299,000 | +6.0% | 2,485 | -0.6% | 0.00% | 0.0% |
| Q2 2018 | $282,000 | +0.7% | 2,501 | -1.0% | 0.00% | 0.0% |
| Q1 2018 | $280,000 | – | 2,525 | – | 0.00% | – |
Download | ||||||
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% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |