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 | $219,399 | -9.1% | 2,439 | -5.4% | 0.06% | -12.3% |
| Q2 2023 | $241,458 | +6.7% | 2,579 | +0.0% | 0.07% | -2.7% |
| Q1 2023 | $226,230 | +6.7% | 2,578 | +0.1% | 0.08% | -1.3% |
| Q4 2022 | $212,056 | +2.0% | 2,576 | 0.0% | 0.08% | -2.6% |
| Q2 2022 | $208,000 | -16.5% | 2,576 | 0.0% | 0.08% | -3.7% |
| Q1 2022 | $249,000 | -9.1% | 2,576 | 0.0% | 0.08% | -9.0% |
| Q4 2021 | $274,000 | +10.9% | 2,576 | 0.0% | 0.09% | +21.9% |
| Q3 2021 | $247,000 | +0.4% | 2,576 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $246,000 | +4.7% | 2,576 | -3.7% | 0.07% | -8.8% |
| Q1 2021 | $235,000 | +10.3% | 2,676 | +3.5% | 0.08% | +5.3% |
| Q4 2020 | $213,000 | – | 2,586 | – | 0.08% | – |
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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% |