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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $290,123 | +7.0% | 3,305 | +0.4% | 0.62% | +3.7% |
| Q4 2022 | $271,083 | +9.3% | 3,293 | +1.0% | 0.60% | -2.6% |
| Q3 2022 | $248,000 | -5.7% | 3,262 | 0.0% | 0.62% | -2.2% |
| Q2 2022 | $263,000 | -16.5% | 3,262 | +0.3% | 0.63% | -2.2% |
| Q1 2022 | $315,000 | -8.7% | 3,253 | +0.3% | 0.64% | -24.1% |
| Q4 2021 | $345,000 | +11.7% | 3,244 | +0.6% | 0.85% | +8.6% |
| Q3 2021 | $309,000 | +0.3% | 3,224 | 0.0% | 0.78% | -0.4% |
| Q2 2021 | $308,000 | +8.8% | 3,224 | 0.0% | 0.78% | -8.2% |
| Q1 2021 | $283,000 | +6.8% | 3,224 | 0.0% | 0.85% | -0.5% |
| Q4 2020 | $265,000 | – | 3,224 | – | 0.86% | – |
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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% |