ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,799,400 | +63.2% | 20,000 | +69.9% | 0.05% | +66.7% |
| Q2 2023 | $1,102,330 | +6.7% | 11,772 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $1,033,228 | +6.6% | 11,772 | 0.0% | 0.03% | -3.1% |
| Q4 2022 | $969,071 | +8.4% | 11,772 | 0.0% | 0.03% | -5.9% |
| Q3 2022 | $894,000 | -5.9% | 11,772 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $950,000 | -16.7% | 11,772 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $1,140,000 | -8.9% | 11,772 | 0.0% | 0.04% | -9.8% |
| Q4 2021 | $1,251,000 | +10.7% | 11,772 | 0.0% | 0.04% | -6.8% |
| Q3 2021 | $1,130,000 | +0.4% | 11,772 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $1,125,000 | +8.8% | 11,772 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $1,034,000 | +6.7% | 11,772 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $969,000 | +11.9% | 11,772 | +100.0% | 0.04% | 0.0% |
| Q3 2020 | $866,000 | +10.0% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $787,000 | +21.8% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $646,000 | -18.1% | 5,886 | 0.0% | 0.04% | +2.3% |
| Q4 2019 | $789,000 | +8.4% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $728,000 | +1.5% | 5,886 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $717,000 | +3.0% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $696,000 | +14.7% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $607,000 | -13.7% | 5,886 | 0.0% | 0.04% | +2.3% |
| Q3 2018 | $703,000 | +5.9% | 5,886 | 0.0% | 0.04% | -10.2% |
| Q2 2018 | $664,000 | +1.8% | 5,886 | 0.0% | 0.05% | +8.9% |
| Q1 2018 | $652,000 | -0.3% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $654,000 | +6.3% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $615,000 | +2.2% | 5,886 | 0.0% | 0.04% | -4.3% |
| Q2 2017 | $602,000 | +4.2% | 5,886 | 0.0% | 0.05% | +2.2% |
| Q1 2017 | $578,000 | +6.6% | 5,886 | 0.0% | 0.05% | +2.2% |
| Q4 2016 | $542,000 | – | 5,886 | – | 0.04% | – |
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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% |