ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,426,702 | -6.4% | 15,788 | -3.0% | 0.23% | -4.1% |
| Q2 2023 | $1,524,479 | +8.8% | 16,280 | +2.0% | 0.24% | -1.2% |
| Q1 2023 | $1,401,273 | +5.0% | 15,965 | -1.5% | 0.25% | -2.4% |
| Q4 2022 | $1,334,025 | +10.4% | 16,205 | +1.8% | 0.25% | -2.3% |
| Q3 2022 | $1,208,000 | -5.5% | 15,917 | +0.5% | 0.26% | -13.7% |
| Q2 2022 | $1,278,000 | -14.3% | 15,844 | +2.9% | 0.30% | -3.5% |
| Q1 2022 | $1,491,000 | -9.5% | 15,394 | -0.7% | 0.31% | -6.0% |
| Q4 2021 | $1,648,000 | +11.0% | 15,506 | +0.2% | 0.33% | 0.0% |
| Q3 2021 | $1,485,000 | +5.5% | 15,475 | +5.0% | 0.33% | +4.4% |
| Q2 2021 | $1,408,000 | +10.2% | 14,740 | +1.3% | 0.32% | +0.6% |
| Q1 2021 | $1,278,000 | +11.2% | 14,557 | +4.3% | 0.32% | +4.7% |
| Q4 2020 | $1,149,000 | +22.8% | 13,953 | +120.9% | 0.30% | +4.9% |
| Q3 2020 | $936,000 | +18.6% | 6,316 | +7.5% | 0.29% | +2.9% |
| Q2 2020 | $789,000 | +31.9% | 5,878 | +7.9% | 0.28% | +16.7% |
| Q1 2020 | $598,000 | +38.4% | 5,450 | +68.9% | 0.24% | +53.2% |
| Q4 2019 | $432,000 | +15.8% | 3,226 | +7.0% | 0.16% | +5.4% |
| Q3 2019 | $373,000 | +1.9% | 3,016 | +0.3% | 0.15% | -3.3% |
| Q2 2019 | $366,000 | +34.1% | 3,006 | +31.2% | 0.15% | +27.5% |
| Q1 2019 | $273,000 | +20.8% | 2,291 | +4.7% | 0.12% | +4.3% |
| Q4 2018 | $226,000 | – | 2,188 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |