ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,648,186 | +12.0% | 18,319 | +16.5% | 0.51% | +17.2% |
| Q2 2023 | $1,471,858 | +16.9% | 15,718 | +9.5% | 0.44% | +12.4% |
| Q1 2023 | $1,259,457 | +43.8% | 14,350 | +34.9% | 0.39% | +32.4% |
| Q4 2022 | $875,539 | +6.0% | 10,636 | -2.2% | 0.29% | -17.7% |
| Q3 2022 | $826,000 | +37.7% | 10,877 | +46.3% | 0.36% | +29.5% |
| Q2 2022 | $600,000 | +98.7% | 7,437 | +138.7% | 0.28% | +120.0% |
| Q1 2022 | $302,000 | – | 3,115 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |