ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $39,000 | -17.0% | 486 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -9.6% | 486 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $52,000 | +10.6% | 486 | -0.4% | 0.01% | +12.5% |
| Q3 2021 | $47,000 | 0.0% | 488 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $47,000 | -51.5% | 488 | -55.9% | 0.01% | -59.1% |
| Q1 2021 | $97,000 | +6.6% | 1,106 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $91,000 | -21.6% | 1,106 | +40.0% | 0.02% | -39.5% |
| Q3 2020 | $116,000 | +20.8% | 790 | +9.6% | 0.04% | +2.7% |
| Q2 2020 | $96,000 | +31.5% | 721 | +7.9% | 0.04% | +12.1% |
| Q1 2020 | $73,000 | +87.2% | 668 | +128.0% | 0.03% | +120.0% |
| Q4 2019 | $39,000 | +225.0% | 293 | +202.1% | 0.02% | +200.0% |
| Q3 2019 | $12,000 | – | 97 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 272,887 | $30,664,271 | 17.08% |
| Farrow Financial Inc. | 101,114 | $11,362,181 | 7.74% |
| SPINNAKER TRUST | 700,791 | $78,747,885 | 5.04% |
| LFA - Lugano Financial Advisors SA | 49,246 | $5,533,773 | 4.22% |
| Corundum Group, Inc. | 68,060 | $7,647,902 | 2.99% |
| Stewardship Advisors, LLC | 77,175 | $8,672,155 | 2.87% |
| TCWP LLC | 9,607 | $1,079,539 | 2.65% |
| New Covenant Trust Company, N.A. | 17,291 | $1,964,949 | 2.26% |
| VERITY Wealth Advisors | 23,554 | $2,646,763 | 1.98% |
| Roof Eidam Maycock Peralta, LLC | 62,651 | $7,040,077 | 1.91% |