ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 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 | 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% |