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 | $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 | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |