ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 418 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $483,264 | +40.2% | 5,161 | +31.4% | 0.04% | +28.6% |
| Q1 2023 | $344,671 | +136133.6% | 3,927 | +27.8% | 0.04% | +9.4% |
| Q4 2022 | $253 | -99.9% | 3,072 | -1.2% | 0.03% | -5.9% |
| Q3 2022 | $236,000 | -14.2% | 3,109 | -8.8% | 0.03% | -15.0% |
| Q2 2022 | $275,000 | -8.9% | 3,409 | +9.5% | 0.04% | -2.4% |
| Q1 2022 | $302,000 | -8.8% | 3,114 | 0.0% | 0.04% | -16.3% |
| Q4 2021 | $331,000 | +18.2% | 3,114 | +6.7% | 0.05% | +2.1% |
| Q3 2021 | $280,000 | +0.4% | 2,918 | 0.0% | 0.05% | +54.8% |
| Q2 2021 | $279,000 | +9.0% | 2,918 | 0.0% | 0.03% | -43.6% |
| Q1 2021 | $256,000 | +6.7% | 2,918 | 0.0% | 0.06% | -6.8% |
| Q4 2020 | $240,000 | +29.7% | 2,918 | +131.8% | 0.06% | +11.3% |
| Q3 2020 | $185,000 | +10.1% | 1,259 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $168,000 | +21.7% | 1,259 | 0.0% | 0.05% | -28.0% |
| Q1 2020 | $138,000 | -18.3% | 1,259 | 0.0% | 0.08% | -6.2% |
| Q4 2019 | $169,000 | +59.4% | 1,259 | +46.6% | 0.08% | +50.9% |
| Q3 2019 | $106,000 | +1.0% | 859 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $105,000 | +2.9% | 859 | 0.0% | 0.05% | +3.9% |
| Q1 2019 | $102,000 | +14.6% | 859 | 0.0% | 0.05% | +1600.0% |
| Q4 2018 | $89,000 | +85.4% | 859 | +114.8% | 0.00% | -76.9% |
| Q3 2018 | $48,000 | – | 400 | – | 0.01% | – |
Download | ||||||
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% |