ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 247 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $326,000 | +54.5% | 3,256 | +35.3% | 0.08% | -80.8% |
| Q1 2021 | $211,000 | +50.7% | 2,407 | +152.8% | 0.41% | +192.1% |
| Q3 2020 | $140,000 | +10.2% | 952 | 0.0% | 0.14% | +12.1% |
| Q2 2020 | $127,000 | +56.8% | 952 | +23.3% | 0.12% | +20.4% |
| Q1 2020 | $81,000 | -22.1% | 772 | 0.0% | 0.10% | +1.0% |
| Q4 2019 | $104,000 | -30.7% | 772 | -72.8% | 0.10% | -35.0% |
| Q2 2019 | $150,000 | -39.5% | 2,840 | +35.4% | 0.16% | -39.1% |
| Q1 2019 | $248,000 | +14.8% | 2,098 | 0.0% | 0.26% | +12.7% |
| Q4 2018 | $216,000 | -13.6% | 2,098 | 0.0% | 0.23% | -5.0% |
| Q3 2018 | $250,000 | +66.7% | 2,098 | +58.2% | 0.24% | +60.7% |
| Q2 2018 | $150,000 | +13.6% | 1,326 | +11.2% | 0.15% | +31.6% |
| Q1 2018 | $132,000 | – | 1,192 | – | 0.11% | – |
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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% |