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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,036,364 | -15.5% | 11,519 | -12.1% | 0.25% | -24.2% |
| Q2 2023 | $1,226,497 | +0.1% | 13,098 | -6.2% | 0.34% | -17.5% |
| Q1 2023 | $1,225,181 | +38.1% | 13,959 | +29.5% | 0.41% | +20.8% |
| Q4 2022 | $887,080 | -0.1% | 10,776 | -7.9% | 0.34% | +1.5% |
| Q3 2022 | $888,000 | +0.7% | 11,704 | +7.0% | 0.33% | +6.8% |
| Q2 2022 | $882,000 | -8.3% | 10,935 | +10.1% | 0.31% | +9.5% |
| Q1 2022 | $962,000 | -4.1% | 9,930 | +5.2% | 0.28% | -2.4% |
| Q4 2021 | $1,003,000 | +40.1% | 9,442 | +26.0% | 0.29% | +11.1% |
| Q2 2021 | $716,000 | +27.6% | 7,494 | +17.3% | 0.26% | +8.3% |
| Q1 2021 | $561,000 | +27.5% | 6,389 | +19.6% | 0.24% | +19.9% |
| Q4 2020 | $440,000 | – | 5,341 | – | 0.20% | – |
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% |