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 | $3,724,784 | -3.0% | 41,400 | +0.9% | 0.82% | +2.0% |
| Q2 2023 | $3,841,608 | +9.1% | 41,025 | +2.3% | 0.81% | -11.3% |
| Q1 2023 | $3,520,155 | +13.4% | 40,107 | +6.3% | 0.91% | +6.2% |
| Q4 2022 | $3,104,895 | +6.1% | 37,717 | -2.2% | 0.86% | -5.9% |
| Q3 2022 | $2,927,000 | -9.2% | 38,555 | -3.5% | 0.91% | -9.4% |
| Q2 2022 | $3,225,000 | -9.5% | 39,973 | +8.7% | 1.01% | -59.2% |
| Q1 2022 | $3,562,000 | -11.7% | 36,787 | -3.1% | 2.47% | -5.1% |
| Q4 2021 | $4,036,000 | +17.1% | 37,982 | +5.7% | 2.60% | +16.1% |
| Q3 2021 | $3,448,000 | +5.9% | 35,938 | +5.5% | 2.24% | -7.0% |
| Q2 2021 | $3,255,000 | +13.2% | 34,070 | +4.0% | 2.41% | +31.3% |
| Q1 2021 | $2,875,000 | +15.4% | 32,746 | +8.2% | 1.84% | +13.1% |
| Q4 2020 | $2,491,000 | +10.3% | 30,259 | +97.0% | 1.62% | -3.5% |
| Q3 2020 | $2,259,000 | +17.6% | 15,361 | +7.0% | 1.68% | -10.7% |
| Q2 2020 | $1,921,000 | +35.5% | 14,361 | +11.2% | 1.88% | +5.9% |
| Q1 2020 | $1,418,000 | +11.7% | 12,916 | +36.3% | 1.78% | +41.6% |
| Q4 2019 | $1,270,000 | – | 9,476 | – | 1.26% | – |
Download | ||||||
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% |