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 | $347,284 | -3.4% | 3,860 | +0.5% | 0.12% | +1.7% |
| Q2 2023 | $359,484 | +11.4% | 3,839 | +4.4% | 0.12% | +7.3% |
| Q1 2023 | $322,643 | +17.8% | 3,676 | +10.5% | 0.11% | +28.2% |
| Q4 2022 | $273,796 | -42.6% | 3,326 | -47.1% | 0.08% | -48.2% |
| Q3 2022 | $477,000 | +19.5% | 6,290 | +27.1% | 0.16% | -1.2% |
| Q2 2022 | $399,000 | -11.7% | 4,949 | +6.1% | 0.17% | -1.8% |
| Q1 2022 | $452,000 | -2.0% | 4,665 | 0.0% | 0.17% | +3.0% |
| Q4 2021 | $461,000 | +0.7% | 4,665 | -6.5% | 0.16% | -9.4% |
| Q1 2021 | $458,000 | +17.4% | 4,989 | +7.5% | 0.18% | +11.7% |
| Q4 2020 | $390,000 | – | 4,640 | – | 0.16% | – |
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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% |