ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,604 | -4.0% | 5,131 | -0.1% | 0.18% | +1.6% |
| Q2 2023 | $480,808 | +8.3% | 5,135 | +1.6% | 0.18% | +2.8% |
| Q1 2023 | $443,794 | +3.2% | 5,056 | +3.3% | 0.18% | -4.3% |
| Q4 2022 | $430,000 | +17.2% | 4,893 | +1.2% | 0.18% | +5.1% |
| Q3 2022 | $367,000 | -5.9% | 4,835 | 0.0% | 0.18% | -1.1% |
| Q2 2022 | $390,000 | -16.5% | 4,835 | +0.2% | 0.18% | +1.1% |
| Q1 2022 | $467,000 | -8.8% | 4,826 | +0.2% | 0.18% | -2.8% |
| Q4 2021 | $512,000 | +10.1% | 4,816 | -1.0% | 0.18% | -2.2% |
| Q2 2021 | $465,000 | +8.1% | 4,867 | -0.5% | 0.18% | 0.0% |
| Q1 2021 | $430,000 | +6.7% | 4,893 | 0.0% | 0.18% | -20.9% |
| Q4 2020 | $403,000 | +8.0% | 4,893 | +92.9% | 0.23% | -5.6% |
| Q3 2020 | $373,000 | +5.7% | 2,536 | -3.9% | 0.25% | -2.7% |
| Q2 2020 | $353,000 | +36.8% | 2,638 | +37.3% | 0.26% | +33.5% |
| Q1 2020 | $258,000 | 0.0% | 1,922 | 0.0% | 0.19% | +1.6% |
| Q4 2019 | $258,000 | – | 1,922 | – | 0.19% | – |
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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% |