ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $186,619 | +7.3% | 2,267 | -1.3% | 0.11% | +0.9% |
| Q3 2022 | $174,000 | -9.4% | 2,296 | -3.6% | 0.11% | -8.5% |
| Q2 2022 | $192,000 | -16.9% | 2,382 | 0.0% | 0.12% | -6.3% |
| Q1 2022 | $231,000 | -22.2% | 2,382 | -14.8% | 0.13% | -23.6% |
| Q4 2021 | $297,000 | +10.0% | 2,797 | -0.6% | 0.16% | +2.5% |
| Q3 2021 | $270,000 | -7.2% | 2,815 | -7.7% | 0.16% | -9.0% |
| Q2 2021 | $291,000 | +8.6% | 3,050 | 0.0% | 0.18% | +0.6% |
| Q1 2021 | $268,000 | +6.3% | 3,050 | -0.3% | 0.18% | +1.7% |
| Q4 2020 | $252,000 | +236.0% | 3,060 | +496.5% | 0.17% | +183.6% |
| Q3 2020 | $75,000 | +7.1% | 513 | -1.9% | 0.06% | +5.2% |
| Q2 2020 | $70,000 | -10.3% | 523 | -26.1% | 0.06% | -30.1% |
| Q1 2020 | $78,000 | -17.9% | 708 | 0.0% | 0.08% | -2.4% |
| Q4 2019 | $95,000 | -16.7% | 708 | -23.5% | 0.08% | +23.2% |
| Q3 2019 | $114,000 | -16.8% | 925 | -17.8% | 0.07% | -8.0% |
| Q2 2019 | $137,000 | +3.0% | 1,125 | 0.0% | 0.08% | +7.1% |
| Q1 2019 | $133,000 | +14.7% | 1,125 | 0.0% | 0.07% | +18.6% |
| Q4 2018 | $116,000 | -14.1% | 1,125 | -0.9% | 0.06% | -4.8% |
| Q3 2018 | $135,000 | +4.7% | 1,135 | -0.4% | 0.06% | -1.6% |
| Q2 2018 | $129,000 | +2.4% | 1,140 | 0.0% | 0.06% | +1.6% |
| Q1 2018 | $126,000 | -3.1% | 1,140 | -2.6% | 0.06% | +1.6% |
| Q4 2017 | $130,000 | +3.2% | 1,171 | -2.5% | 0.06% | -7.6% |
| Q3 2017 | $126,000 | +2.4% | 1,201 | 0.0% | 0.07% | -1.5% |
| Q2 2017 | $123,000 | +1.7% | 1,201 | -2.8% | 0.07% | +1.5% |
| Q1 2017 | $121,000 | +26.0% | 1,236 | +19.3% | 0.07% | +11.9% |
| Q4 2016 | $96,000 | +23.1% | 1,036 | +18.3% | 0.06% | +22.9% |
| Q3 2016 | $78,000 | -7.1% | 876 | -10.2% | 0.05% | -7.7% |
| Q2 2016 | $84,000 | – | 976 | – | 0.05% | – |
Download | ||||||
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% |