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 | $828,267 | -6.9% | 9,206 | -3.1% | 0.04% | -7.5% |
| Q2 2023 | $890,042 | +5.8% | 9,505 | -0.9% | 0.04% | -4.8% |
| Q1 2023 | $841,463 | +5.1% | 9,587 | -1.4% | 0.04% | -6.7% |
| Q4 2022 | $800,814 | +4.3% | 9,728 | -3.8% | 0.04% | +9.8% |
| Q3 2022 | $768,000 | -11.3% | 10,115 | -5.7% | 0.04% | -25.5% |
| Q2 2022 | $866,000 | -18.1% | 10,727 | -1.8% | 0.06% | -23.6% |
| Q1 2022 | $1,058,000 | -24.7% | 10,925 | -17.4% | 0.07% | -17.2% |
| Q4 2021 | $1,405,000 | -4.6% | 13,227 | -13.8% | 0.09% | -14.7% |
| Q3 2021 | $1,472,000 | +5.4% | 15,338 | +4.9% | 0.10% | +1.0% |
| Q2 2021 | $1,397,000 | +4.3% | 14,617 | -4.1% | 0.10% | -9.0% |
| Q1 2021 | $1,339,000 | +5.9% | 15,247 | -0.7% | 0.11% | -8.3% |
| Q4 2020 | $1,264,000 | +21.1% | 15,355 | +116.4% | 0.12% | +3.4% |
| Q3 2020 | $1,044,000 | +116.6% | 7,095 | +97.0% | 0.12% | +88.7% |
| Q2 2020 | $482,000 | +36.5% | 3,602 | +12.0% | 0.06% | +8.8% |
| Q1 2020 | $353,000 | -16.5% | 3,216 | +1.8% | 0.06% | -8.1% |
| Q4 2019 | $423,000 | +1.2% | 3,159 | -6.6% | 0.06% | -8.8% |
| Q3 2019 | $418,000 | +1.5% | 3,383 | +0.0% | 0.07% | -2.9% |
| Q2 2019 | $412,000 | +9.6% | 3,382 | +6.5% | 0.07% | +1.4% |
| Q1 2019 | $376,000 | +21.3% | 3,177 | +5.9% | 0.07% | -1.4% |
| Q4 2018 | $310,000 | -11.7% | 3,001 | +2.1% | 0.07% | -21.3% |
| Q3 2018 | $351,000 | +5.7% | 2,940 | -0.2% | 0.09% | -1.1% |
| Q2 2018 | $332,000 | +13.3% | 2,947 | +11.6% | 0.09% | +7.1% |
| Q1 2018 | $293,000 | -20.4% | 2,640 | -20.2% | 0.08% | -22.9% |
| Q4 2017 | $368,000 | +63.6% | 3,310 | +53.7% | 0.11% | +29.8% |
| Q3 2017 | $225,000 | – | 2,154 | – | 0.08% | – |
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% |