ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,038 | -3.9% | 734 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $68,732 | +3.6% | 734 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $66,354 | +9.8% | 756 | +3.0% | 0.00% | -33.3% |
| Q4 2022 | $60,423 | +6.0% | 734 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $57,000 | -1.7% | 754 | +5.6% | 0.00% | 0.0% |
| Q2 2022 | $58,000 | -17.1% | 714 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -88.6% | 714 | -87.6% | 0.00% | -87.0% |
| Q4 2021 | $613,000 | +788.4% | 5,773 | +708.5% | 0.02% | +666.7% |
| Q3 2021 | $69,000 | +1.5% | 714 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $68,000 | +7.9% | 714 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $63,000 | +6.8% | 714 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $59,000 | -82.2% | 714 | -68.4% | 0.00% | -85.7% |
| Q3 2020 | $332,000 | -20.6% | 2,257 | -27.8% | 0.02% | -22.2% |
| Q2 2020 | $418,000 | +36.6% | 3,126 | +12.0% | 0.03% | +8.0% |
| Q1 2020 | $306,000 | -18.2% | 2,791 | 0.0% | 0.02% | -10.7% |
| Q4 2019 | $374,000 | -42.1% | 2,791 | -46.6% | 0.03% | -49.1% |
| Q3 2019 | $646,000 | +21.9% | 5,223 | +20.1% | 0.06% | +5.8% |
| Q2 2019 | $530,000 | +61.1% | 4,348 | +56.5% | 0.05% | +40.5% |
| Q1 2019 | $329,000 | +9.3% | 2,779 | -4.8% | 0.04% | -11.9% |
| Q4 2018 | $301,000 | -13.5% | 2,919 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $348,000 | +5.8% | 2,919 | 0.0% | 0.04% | -8.5% |
| Q2 2018 | $329,000 | -16.7% | 2,919 | -18.1% | 0.05% | -24.2% |
| Q1 2018 | $395,000 | +0.3% | 3,563 | +0.6% | 0.06% | -3.1% |
| Q4 2017 | $394,000 | +5.9% | 3,543 | +2.6% | 0.06% | 0.0% |
| Q3 2017 | $372,000 | +4.2% | 3,454 | 0.0% | 0.06% | -4.5% |
| Q2 2017 | $357,000 | -46.2% | 3,454 | -48.2% | 0.07% | +1.5% |
| Q1 2017 | $664,000 | +208.8% | 6,668 | +185.7% | 0.07% | +32.0% |
| Q4 2016 | $215,000 | – | 2,334 | – | 0.05% | – |
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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% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |