ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,176 | -3.9% | 2,169 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $203,137 | +6.7% | 2,169 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $190,400 | +113233.3% | 2,169 | +6.4% | 0.01% | -22.2% |
| Q4 2022 | $168 | -99.9% | 2,039 | -12.5% | 0.01% | -18.2% |
| Q3 2022 | $177,000 | -45.4% | 2,331 | -42.0% | 0.01% | -15.4% |
| Q2 2022 | $324,000 | -44.0% | 4,016 | -32.8% | 0.01% | -18.8% |
| Q1 2022 | $579,000 | -7.1% | 5,979 | +2.0% | 0.02% | +14.3% |
| Q4 2021 | $623,000 | +11.4% | 5,862 | +0.7% | 0.01% | -6.7% |
| Q3 2021 | $559,000 | +0.5% | 5,823 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $556,000 | +13.7% | 5,823 | +4.7% | 0.02% | +15.4% |
| Q1 2021 | $489,000 | – | 5,563 | – | 0.01% | – |
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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% |