ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 247 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $667,000 | +10.4% | 4,977 | +1.8% | 0.01% | +25.0% |
| Q3 2019 | $604,000 | +60.6% | 4,889 | +58.3% | 0.00% | +33.3% |
| Q2 2019 | $376,000 | +8.7% | 3,089 | +5.5% | 0.00% | 0.0% |
| Q1 2019 | $346,000 | +21.8% | 2,928 | +6.7% | 0.00% | 0.0% |
| Q4 2018 | $284,000 | +27.9% | 2,744 | +48.2% | 0.00% | +50.0% |
| Q3 2018 | $222,000 | +131.2% | 1,852 | +118.1% | 0.00% | +100.0% |
| Q2 2018 | $96,000 | +3.2% | 849 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $93,000 | +38.8% | 849 | +39.9% | 0.00% | 0.0% |
| Q4 2017 | $67,000 | +24.1% | 607 | +19.7% | 0.00% | 0.0% |
| Q3 2017 | $54,000 | -49.1% | 507 | -50.9% | 0.00% | -50.0% |
| Q2 2017 | $106,000 | -10.9% | 1,033 | -14.3% | 0.00% | 0.0% |
| Q1 2017 | $119,000 | -9.2% | 1,206 | -15.7% | 0.00% | -33.3% |
| Q4 2016 | $131,000 | +18.0% | 1,430 | +16.4% | 0.00% | 0.0% |
| Q3 2016 | $111,000 | +14.4% | 1,229 | +8.2% | 0.00% | 0.0% |
| Q2 2016 | $97,000 | – | 1,136 | – | 0.00% | – |
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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% |