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 | $214,938 | -4.0% | 2,389 | -0.0% | 0.05% | -5.6% |
| Q2 2023 | $223,800 | +6.1% | 2,390 | -0.5% | 0.05% | -1.8% |
| Q1 2023 | $210,911 | -15.0% | 2,403 | -26.4% | 0.06% | -34.5% |
| Q3 2022 | $248,000 | -15.9% | 3,267 | -10.7% | 0.08% | -16.0% |
| Q2 2022 | $295,000 | -2.0% | 3,659 | +17.8% | 0.10% | 0.0% |
| Q1 2022 | $301,000 | -4.1% | 3,107 | +5.1% | 0.10% | -1.0% |
| Q4 2021 | $314,000 | +3.0% | 2,955 | -7.1% | 0.10% | -5.6% |
| Q3 2021 | $305,000 | +47.3% | 3,181 | +47.1% | 0.11% | +48.6% |
| Q2 2021 | $207,000 | – | 2,163 | – | 0.07% | – |
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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% |