ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,843,767 | +17.6% | 231,656 | +22.3% | 0.03% | -3.1% |
| Q2 2023 | $17,731,523 | +18.5% | 189,363 | +11.1% | 0.03% | +14.3% |
| Q1 2023 | $14,959,038 | +42.9% | 170,470 | +34.1% | 0.03% | +33.3% |
| Q4 2022 | $10,469,873 | -33.7% | 127,136 | -38.9% | 0.02% | -41.7% |
| Q3 2022 | $15,802,000 | +0.0% | 208,149 | +6.4% | 0.04% | +2.9% |
| Q2 2022 | $15,797,000 | -15.0% | 195,715 | +1.7% | 0.04% | -2.8% |
| Q1 2022 | $18,576,000 | +16.1% | 192,519 | +27.9% | 0.04% | +20.0% |
| Q4 2021 | $15,998,000 | +72.2% | 150,539 | +55.6% | 0.03% | +57.9% |
| Q3 2021 | $9,291,000 | +16.5% | 96,777 | +16.0% | 0.02% | +11.8% |
| Q2 2021 | $7,973,000 | +20.3% | 83,440 | +10.7% | 0.02% | +6.2% |
| Q1 2021 | $6,625,000 | +32.6% | 75,386 | +24.2% | 0.02% | +23.1% |
| Q4 2020 | $4,998,000 | +14.1% | 60,707 | +104.0% | 0.01% | 0.0% |
| Q3 2020 | $4,379,000 | +46.5% | 29,757 | +33.3% | 0.01% | +30.0% |
| Q2 2020 | $2,989,000 | +52.6% | 22,330 | -95.9% | 0.01% | +25.0% |
| Q1 2020 | $1,959,000 | – | 538,598 | – | 0.01% | – |
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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% |