ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,324 | -3.9% | 526 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $49,255 | +6.7% | 526 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $46,167 | +6.6% | 526 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $43,300 | +8.2% | 526 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 526 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -17.6% | 526 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $51,000 | -8.9% | 526 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $56,000 | +12.0% | 526 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $50,000 | 0.0% | 526 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $50,000 | +8.7% | 526 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $46,000 | -20.7% | 526 | -25.5% | 0.00% | -33.3% |
| Q4 2020 | $58,000 | +13.7% | 706 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $51,000 | +30.8% | 353 | +18.5% | 0.00% | +50.0% |
| Q2 2020 | $39,000 | +39.3% | 298 | +13.3% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -20.0% | 263 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,000 | +25.0% | 263 | +15.4% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | – | 228 | – | 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% |
| 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% |