ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,358 | -9.5% | 1,066 | -6.2% | 0.02% | -4.0% |
| Q2 2023 | $106,469 | +6.7% | 1,137 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $99,795 | +6.6% | 1,137 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $93,598 | +8.8% | 1,137 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $86,000 | -6.5% | 1,137 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $92,000 | +360.0% | 1,137 | +457.4% | 0.02% | +400.0% |
| Q1 2022 | $20,000 | -9.1% | 204 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | 0.0% | 204 | -9.7% | 0.01% | -16.7% |
| Q3 2021 | $22,000 | 0.0% | 226 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +10.0% | 226 | 0.0% | 0.01% | +20.0% |
| Q1 2021 | $20,000 | +11.1% | 226 | +0.9% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +20.0% | 224 | +119.6% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 102 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +27.3% | 102 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -21.4% | 102 | 0.0% | 0.01% | -37.5% |
| Q4 2019 | $14,000 | +7.7% | 102 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | +8.3% | 102 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $12,000 | – | 102 | – | 0.01% | – |
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% |