ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $251,000 | -15.5% | 2,592 | -7.4% | 0.11% | -5.8% |
| Q4 2021 | $297,000 | +18.3% | 2,799 | +6.9% | 0.12% | -3.2% |
| Q3 2021 | $251,000 | +5.0% | 2,619 | +4.5% | 0.12% | +2.5% |
| Q2 2021 | $239,000 | -12.8% | 2,506 | -19.8% | 0.12% | -20.4% |
| Q1 2021 | $274,000 | 0.0% | 3,124 | -6.0% | 0.15% | -5.6% |
| Q4 2020 | $274,000 | +13.2% | 3,324 | +102.2% | 0.16% | -3.0% |
| Q3 2020 | $242,000 | -28.2% | 1,644 | -34.8% | 0.17% | -30.3% |
| Q2 2020 | $337,000 | – | 2,521 | – | 0.24% | – |
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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% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |