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 | $768,374 | -5.4% | 8,503 | -2.0% | 0.12% | -4.9% |
| Q2 2023 | $812,140 | +6.0% | 8,673 | -0.7% | 0.12% | -1.6% |
| Q1 2023 | $766,495 | +8.1% | 8,733 | +1.4% | 0.12% | -8.8% |
| Q4 2022 | $709,187 | +10.6% | 8,615 | +2.0% | 0.14% | +7.1% |
| Q3 2022 | $641,000 | -9.3% | 8,445 | -3.6% | 0.13% | -9.3% |
| Q2 2022 | $707,000 | -15.5% | 8,760 | +1.3% | 0.14% | +4.5% |
| Q1 2022 | $837,000 | +6338.5% | 8,645 | +9952.3% | 0.13% | +2580.0% |
| Q3 2020 | $13,000 | +8.3% | 86 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $12,000 | +20.0% | 86 | -5.5% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | – | 91 | – | 0.01% | – |
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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% |