ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |