ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 208 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $33,000 | +13.8% | 283 | +0.4% | 0.00% | -33.3% |
| Q4 2018 | $29,000 | -12.1% | 282 | +0.7% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | +17.9% | 280 | +14.8% | 0.00% | 0.0% |
| Q2 2018 | $28,000 | +3.7% | 244 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $27,000 | 0.0% | 244 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $27,000 | +8.0% | 244 | +0.8% | 0.00% | 0.0% |
| Q3 2017 | $25,000 | 0.0% | 242 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $25,000 | +4.2% | 241 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $24,000 | -80.2% | 241 | -81.6% | 0.00% | -83.3% |
| Q4 2016 | $121,000 | +2.5% | 1,312 | +0.8% | 0.02% | 0.0% |
| Q3 2016 | $118,000 | +4.4% | 1,301 | 0.0% | 0.02% | -5.3% |
| Q2 2016 | $113,000 | +2.7% | 1,301 | +0.4% | 0.02% | 0.0% |
| Q1 2016 | $110,000 | +2.8% | 1,296 | +0.9% | 0.02% | -5.0% |
| Q4 2015 | $107,000 | – | 1,285 | – | 0.02% | – |
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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% |