ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,574 | -1.3% | 339,820 | +2.7% | 0.42% | 0.0% |
| Q2 2023 | $30,991 | +12.0% | 330,960 | +5.0% | 0.42% | +4.5% |
| Q1 2023 | $27,664 | +16.2% | 315,189 | +9.0% | 0.40% | +5.8% |
| Q4 2022 | $23,800 | -99.9% | 289,113 | +10.4% | 0.38% | +6.1% |
| Q3 2022 | $19,884,000 | +5.1% | 261,948 | +11.7% | 0.36% | +6.2% |
| Q2 2022 | $18,922,000 | -2.6% | 234,508 | +16.9% | 0.34% | +7.0% |
| Q1 2022 | $19,431,000 | +14.0% | 200,653 | +25.1% | 0.32% | +13.3% |
| Q4 2021 | $17,047,000 | +64.6% | 160,443 | +48.6% | 0.28% | +46.3% |
| Q3 2021 | $10,359,000 | +88.3% | 107,963 | +87.5% | 0.19% | +75.9% |
| Q2 2021 | $5,500,000 | – | 57,571 | – | 0.11% | – |
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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% |