ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,860 | +24.7% | 15,547 | +29.8% | 0.02% | -5.6% |
| Q2 2023 | $1,121,394 | -33.8% | 11,975 | -37.9% | 0.02% | -37.9% |
| Q1 2023 | $1,692,916 | +70.7% | 19,288 | +60.1% | 0.03% | +52.6% |
| Q4 2022 | $991,657 | -2.0% | 12,046 | -9.5% | 0.02% | -17.4% |
| Q3 2022 | $1,012,000 | -10.4% | 13,316 | -4.9% | 0.02% | -4.2% |
| Q2 2022 | $1,129,000 | -20.4% | 14,001 | -4.5% | 0.02% | +26.3% |
| Q1 2022 | $1,419,000 | – | 14,657 | – | 0.02% | – |
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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% |