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 | $93,625 | -3.9% | 1,041 | 0.0% | 0.04% | -4.9% |
| Q2 2023 | $97,444 | +101404.2% | 1,041 | -4.4% | 0.04% | -6.8% |
| Q1 2023 | $96 | -2.0% | 1,089 | -8.2% | 0.04% | -8.3% |
| Q4 2022 | $98 | -99.9% | 1,186 | +15.1% | 0.05% | -22.6% |
| Q3 2022 | $78,000 | -31.0% | 1,030 | -26.6% | 0.06% | +31.9% |
| Q2 2022 | $113,000 | -21.0% | 1,404 | -5.0% | 0.05% | -14.5% |
| Q1 2022 | $143,000 | -30.2% | 1,478 | -23.2% | 0.06% | -38.2% |
| Q4 2021 | $205,000 | -13.5% | 1,925 | -22.0% | 0.09% | -18.3% |
| Q3 2021 | $237,000 | +17.3% | 2,468 | +16.5% | 0.11% | +12.4% |
| Q2 2021 | $202,000 | +23.9% | 2,118 | +13.7% | 0.10% | +31.1% |
| Q1 2021 | $163,000 | +56.7% | 1,862 | +46.5% | 0.07% | +54.2% |
| Q4 2020 | $104,000 | – | 1,271 | – | 0.05% | – |
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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% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |