ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,380 | +18.0% | 2,694 | +22.8% | 0.02% | +17.6% |
| Q2 2023 | $205,447 | -3.1% | 2,194 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $212,000 | -9.0% | 2,194 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $233,000 | +10.4% | 2,194 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $211,000 | +0.5% | 2,194 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $210,000 | – | 2,194 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |