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 | $814,780 | -4.8% | 9,056 | -0.9% | 0.03% | 0.0% |
| Q2 2023 | $855,876 | +3.8% | 9,140 | -2.7% | 0.03% | -5.9% |
| Q1 2023 | $824,492 | -7.9% | 9,394 | -13.6% | 0.03% | -15.0% |
| Q4 2022 | $895,131 | +0.4% | 10,874 | -7.5% | 0.04% | -13.0% |
| Q3 2022 | $892,000 | +6.2% | 11,756 | +12.9% | 0.05% | -17.9% |
| Q2 2022 | $840,000 | -20.2% | 10,411 | -4.2% | 0.06% | -5.1% |
| Q1 2022 | $1,052,000 | -86.0% | 10,867 | -84.6% | 0.06% | -85.1% |
| Q4 2021 | $7,503,000 | +315.4% | 70,620 | +275.3% | 0.40% | +271.0% |
| Q3 2021 | $1,806,000 | +8.5% | 18,819 | +8.0% | 0.11% | +8.1% |
| Q2 2021 | $1,665,000 | +9.3% | 17,431 | +0.5% | 0.10% | -4.8% |
| Q1 2021 | $1,524,000 | +8.7% | 17,350 | +1.9% | 0.10% | 0.0% |
| Q4 2020 | $1,402,000 | +28.6% | 17,032 | +129.8% | 0.10% | +9.5% |
| Q3 2020 | $1,090,000 | +4.0% | 7,412 | -5.4% | 0.10% | -7.8% |
| Q2 2020 | $1,048,000 | – | 7,834 | – | 0.10% | – |
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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% |