ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $299,180 | +6.7% | 3,195 | 0.0% | 0.08% | -1.2% |
| Q1 2023 | $280,425 | +6.6% | 3,195 | 0.0% | 0.08% | -3.4% |
| Q4 2022 | $263,012 | +8.2% | 3,195 | 0.0% | 0.09% | +4.8% |
| Q3 2022 | $243,000 | -5.8% | 3,195 | 0.0% | 0.08% | +5.0% |
| Q2 2022 | $258,000 | -16.5% | 3,195 | 0.0% | 0.08% | -4.8% |
| Q1 2022 | $309,000 | -18.3% | 3,195 | -10.1% | 0.08% | -14.3% |
| Q4 2021 | $378,000 | +10.9% | 3,553 | 0.0% | 0.10% | -10.1% |
| Q3 2021 | $341,000 | +0.6% | 3,553 | 0.0% | 0.11% | -11.4% |
| Q2 2021 | $339,000 | +2.1% | 3,553 | -5.9% | 0.12% | -0.8% |
| Q1 2021 | $332,000 | +6.8% | 3,776 | 0.0% | 0.12% | -28.3% |
| Q4 2020 | $311,000 | – | 3,776 | – | 0.17% | – |
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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% |