ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,448 | -14.0% | 3,395 | -10.5% | 0.07% | -12.9% |
| Q2 2023 | $355,364 | +6.7% | 3,795 | 0.0% | 0.08% | +1.2% |
| Q1 2023 | $333,087 | +6.6% | 3,795 | +0.0% | 0.08% | -1.2% |
| Q4 2022 | $312,322 | -14.0% | 3,794 | -20.7% | 0.08% | -19.8% |
| Q3 2022 | $363,000 | -9.5% | 4,785 | -3.8% | 0.11% | -7.8% |
| Q2 2022 | $401,000 | +25.3% | 4,973 | +50.7% | 0.12% | +42.0% |
| Q1 2022 | $320,000 | -10.1% | 3,301 | -1.3% | 0.08% | -9.0% |
| Q4 2021 | $356,000 | +34.3% | 3,346 | +21.0% | 0.09% | +25.4% |
| Q3 2021 | $265,000 | +1.9% | 2,765 | +1.7% | 0.07% | 0.0% |
| Q2 2021 | $260,000 | +8.8% | 2,720 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $239,000 | +6.7% | 2,720 | 0.0% | 0.07% | +2.8% |
| Q4 2020 | $224,000 | – | 2,720 | – | 0.07% | – |
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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% |