ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,597 | -3.9% | 5,486 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $513,731 | +7.0% | 5,486 | +0.3% | 0.11% | +4.8% |
| Q1 2023 | $480,275 | +7.0% | 5,472 | +0.4% | 0.10% | +8.3% |
| Q4 2022 | $448,700 | +8.9% | 5,451 | +0.4% | 0.10% | -5.0% |
| Q3 2022 | $412,000 | -5.5% | 5,427 | +0.5% | 0.10% | +5.2% |
| Q2 2022 | $436,000 | -16.5% | 5,401 | +0.3% | 0.10% | -7.7% |
| Q1 2022 | $522,000 | -8.7% | 5,386 | 0.0% | 0.10% | -10.3% |
| Q4 2021 | $572,000 | +10.6% | 5,386 | 0.0% | 0.12% | +0.9% |
| Q3 2021 | $517,000 | +0.2% | 5,386 | -0.4% | 0.12% | +0.9% |
| Q2 2021 | $516,000 | +9.1% | 5,406 | +0.4% | 0.11% | +4.6% |
| Q1 2021 | $473,000 | +6.8% | 5,386 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $443,000 | +11.9% | 5,386 | +100.0% | 0.11% | -1.8% |
| Q3 2020 | $396,000 | +10.0% | 2,693 | 0.0% | 0.11% | +13.1% |
| Q2 2020 | $360,000 | +21.6% | 2,693 | 0.0% | 0.10% | +10.0% |
| Q1 2020 | $296,000 | -18.0% | 2,693 | 0.0% | 0.09% | +7.1% |
| Q4 2019 | $361,000 | -45.8% | 2,693 | -50.0% | 0.08% | +3.7% |
| Q3 2019 | $666,000 | +103.0% | 5,386 | +100.0% | 0.08% | +5.2% |
| Q2 2019 | $328,000 | +3.1% | 2,693 | 0.0% | 0.08% | -1.3% |
| Q1 2019 | $318,000 | +14.4% | 2,693 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $278,000 | -13.4% | 2,693 | 0.0% | 0.08% | -14.3% |
| Q3 2018 | $321,000 | +5.9% | 2,693 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $303,000 | +1.3% | 2,693 | 0.0% | 0.09% | -2.2% |
| Q1 2018 | $299,000 | – | 2,693 | – | 0.09% | – |
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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% |