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 | $450,948 | -3.9% | 5,012 | 0.0% | 0.04% | -10.6% |
| Q2 2023 | $469,343 | +6.7% | 5,012 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $439,880 | +6.6% | 5,012 | +0.0% | 0.05% | -2.0% |
| Q4 2022 | $412,511 | +8.6% | 5,011 | +0.0% | 0.05% | 0.0% |
| Q3 2022 | $380,000 | -5.9% | 5,010 | +0.0% | 0.05% | -5.8% |
| Q2 2022 | $404,000 | -16.7% | 5,009 | 0.0% | 0.05% | +8.3% |
| Q1 2022 | $485,000 | +1.9% | 5,009 | +11.7% | 0.05% | -4.0% |
| Q4 2021 | $476,000 | +10.7% | 4,483 | 0.0% | 0.05% | -5.7% |
| Q3 2021 | $430,000 | +0.5% | 4,483 | +0.0% | 0.05% | -7.0% |
| Q2 2021 | $428,000 | +8.6% | 4,482 | 0.0% | 0.06% | -5.0% |
| Q1 2021 | $394,000 | +6.8% | 4,482 | +0.1% | 0.06% | -6.2% |
| Q4 2020 | $369,000 | +16.4% | 4,479 | +107.9% | 0.06% | +4.9% |
| Q3 2020 | $317,000 | +10.1% | 2,154 | 0.0% | 0.06% | -7.6% |
| Q2 2020 | $288,000 | +22.0% | 2,154 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $236,000 | – | 2,154 | – | 0.07% | – |
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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% |