ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $632,322 | -4.7% | 7,011 | -1.1% | 0.02% | -5.3% |
| Q2 2023 | $663,813 | +5.7% | 7,089 | -14.3% | 0.02% | -9.5% |
| Q3 2022 | $628,000 | -5.8% | 8,270 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $667,000 | -10.1% | 8,270 | +7.9% | 0.02% | -4.5% |
| Q1 2022 | $742,000 | -7.7% | 7,664 | +1.3% | 0.02% | -8.3% |
| Q4 2021 | $804,000 | +9.5% | 7,564 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $734,000 | +1.5% | 7,564 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $723,000 | +8.9% | 7,564 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $664,000 | +52.6% | 7,564 | +43.1% | 0.02% | +46.7% |
| Q4 2020 | $435,000 | +11.8% | 5,284 | +100.0% | 0.02% | 0.0% |
| Q3 2020 | $389,000 | +10.2% | 2,642 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $353,000 | – | 2,642 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |