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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $244,015 | +6.6% | 2,780 | 0.0% | 0.09% | -5.1% |
| Q4 2022 | $228,863 | +8.5% | 2,780 | 0.0% | 0.10% | -15.5% |
| Q3 2022 | $211,000 | -9.1% | 2,780 | 0.0% | 0.12% | -9.4% |
| Q2 2022 | $232,000 | -13.8% | 2,780 | 0.0% | 0.13% | -34.0% |
| Q1 2022 | $269,000 | -8.8% | 2,780 | 0.0% | 0.19% | +26.8% |
| Q4 2021 | $295,000 | +9.3% | 2,780 | 0.0% | 0.15% | +2.7% |
| Q3 2021 | $270,000 | +10.7% | 2,780 | 0.0% | 0.15% | -31.7% |
| Q1 2021 | $244,000 | +6.6% | 2,780 | 0.0% | 0.22% | +84.7% |
| Q4 2020 | $229,000 | +12.3% | 2,780 | +100.0% | 0.12% | -47.3% |
| Q3 2020 | $204,000 | +9.7% | 1,390 | 0.0% | 0.22% | -11.1% |
| Q2 2020 | $186,000 | +21.6% | 1,390 | 0.0% | 0.25% | -13.1% |
| Q1 2020 | $153,000 | -17.7% | 1,390 | 0.0% | 0.29% | -5.8% |
| Q4 2019 | $186,000 | +8.1% | 1,390 | 0.0% | 0.31% | +113.9% |
| Q3 2019 | $172,000 | +1.8% | 1,390 | 0.0% | 0.14% | -51.4% |
| Q2 2019 | $169,000 | +3.0% | 1,390 | 0.0% | 0.30% | -35.9% |
| Q1 2019 | $164,000 | +14.7% | 1,390 | 0.0% | 0.46% | +77.0% |
| Q4 2018 | $143,000 | -13.9% | 1,390 | 0.0% | 0.26% | -3.3% |
| Q3 2018 | $166,000 | +5.7% | 1,390 | 0.0% | 0.27% | -3.6% |
| Q2 2018 | $157,000 | +1.9% | 1,390 | 0.0% | 0.28% | -30.0% |
| Q1 2018 | $154,000 | 0.0% | 1,390 | 0.0% | 0.40% | +112.8% |
| Q4 2017 | $154,000 | +6.2% | 1,390 | 0.0% | 0.19% | -27.1% |
| Q3 2017 | $145,000 | +5.8% | 1,390 | 0.0% | 0.26% | +2.8% |
| Q2 2017 | $137,000 | 0.0% | 1,390 | 0.0% | 0.25% | 0.0% |
| Q1 2017 | $137,000 | +7.0% | 1,390 | 0.0% | 0.25% | +35.7% |
| Q4 2016 | $128,000 | – | 1,390 | – | 0.18% | – |
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% |
| 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% |