ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,736 | -3.9% | 2,509 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $234,942 | -1.4% | 2,509 | -7.6% | 0.06% | -6.1% |
| Q1 2023 | $238,384 | +31.0% | 2,716 | +22.8% | 0.07% | +22.2% |
| Q4 2022 | $182,010 | +2.8% | 2,211 | -5.4% | 0.05% | -8.5% |
| Q3 2022 | $177,000 | -15.3% | 2,337 | -9.8% | 0.06% | -13.2% |
| Q2 2022 | $209,000 | -16.1% | 2,592 | +1.0% | 0.07% | -12.8% |
| Q1 2022 | $249,000 | -1.2% | 2,567 | +8.3% | 0.08% | -3.7% |
| Q4 2021 | $252,000 | +9.6% | 2,370 | -0.8% | 0.08% | -1.2% |
| Q3 2021 | $230,000 | +0.4% | 2,390 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $229,000 | +9.0% | 2,390 | 0.0% | 0.08% | +2.5% |
| Q1 2021 | $210,000 | +6.6% | 2,390 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $197,000 | +5.3% | 2,390 | +88.0% | 0.08% | -7.0% |
| Q3 2020 | $187,000 | +9.4% | 1,271 | 0.0% | 0.09% | +3.6% |
| Q2 2020 | $171,000 | +59.8% | 1,271 | +31.6% | 0.08% | +16.9% |
| Q1 2020 | $107,000 | -0.9% | 966 | +20.4% | 0.07% | 0.0% |
| Q4 2019 | $108,000 | – | 802 | – | 0.07% | – |
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% |