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 | $561,233 | -3.9% | 6,238 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $584,127 | +6.6% | 6,238 | -0.0% | 0.14% | +0.7% |
| Q1 2023 | $547,773 | +3.0% | 6,241 | -3.4% | 0.14% | -4.0% |
| Q4 2022 | $532,034 | +8.4% | 6,463 | 0.0% | 0.15% | +1.4% |
| Q3 2022 | $491,000 | -5.8% | 6,463 | 0.0% | 0.15% | -2.6% |
| Q2 2022 | $521,000 | -16.4% | 6,463 | +0.4% | 0.15% | -7.9% |
| Q1 2022 | $623,000 | -8.4% | 6,437 | +0.6% | 0.16% | -9.9% |
| Q4 2021 | $680,000 | +6.6% | 6,401 | -3.7% | 0.18% | -2.7% |
| Q3 2021 | $638,000 | +17.5% | 6,648 | +17.1% | 0.19% | +12.7% |
| Q2 2021 | $543,000 | +18.8% | 5,679 | +9.2% | 0.17% | +8.5% |
| Q1 2021 | $457,000 | +6.8% | 5,200 | 0.0% | 0.15% | +0.7% |
| Q4 2020 | $428,000 | – | 5,200 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |