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 | $3,418,172 | -15.7% | 38,312 | -11.5% | 0.26% | -14.1% |
| Q2 2023 | $4,054,940 | +84.8% | 43,304 | +73.2% | 0.30% | +84.8% |
| Q1 2023 | $2,194,366 | +13.1% | 25,001 | +6.1% | 0.16% | +9.3% |
| Q4 2022 | $1,939,632 | -36.7% | 23,562 | -41.6% | 0.15% | -36.6% |
| Q3 2022 | $3,062,000 | -9.1% | 40,332 | -3.4% | 0.24% | -5.2% |
| Q2 2022 | $3,370,000 | -49.5% | 41,771 | -39.4% | 0.25% | -49.5% |
| Q1 2022 | $6,679,000 | -25.3% | 68,974 | -18.0% | 0.50% | -35.0% |
| Q4 2021 | $8,937,000 | +61.4% | 84,114 | +45.8% | 0.76% | +75.1% |
| Q3 2021 | $5,537,000 | +96.1% | 57,710 | +95.2% | 0.44% | +102.3% |
| Q2 2021 | $2,824,000 | -0.7% | 29,557 | -8.8% | 0.22% | -9.2% |
| Q1 2021 | $2,845,000 | +65.2% | 32,392 | +54.9% | 0.24% | +54.5% |
| Q4 2020 | $1,722,000 | +183.7% | 20,913 | +406.5% | 0.15% | +123.2% |
| Q3 2020 | $607,000 | -19.3% | 4,129 | -26.6% | 0.07% | -22.5% |
| Q2 2020 | $752,000 | +266.8% | 5,623 | +200.4% | 0.09% | +134.2% |
| Q1 2020 | $205,000 | -50.5% | 1,872 | -39.4% | 0.04% | -19.1% |
| Q4 2019 | $414,000 | – | 3,091 | – | 0.05% | – |
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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% |