ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,552 | -5.0% | 5,608 | -1.2% | 0.34% | -6.1% |
| Q2 2023 | $531,313 | +105528.8% | 5,674 | -1.0% | 0.36% | -0.6% |
| Q1 2023 | $503 | +4.1% | 5,730 | -2.3% | 0.36% | -7.7% |
| Q4 2022 | $483 | -99.9% | 5,865 | -3.4% | 0.39% | -10.8% |
| Q3 2022 | $461,000 | -16.6% | 6,072 | -11.4% | 0.44% | -14.0% |
| Q2 2022 | $553,000 | +17.9% | 6,852 | +41.5% | 0.51% | +30.9% |
| Q1 2022 | $469,000 | -15.2% | 4,841 | -7.0% | 0.39% | -2.0% |
| Q4 2021 | $553,000 | +5.7% | 5,208 | -4.4% | 0.40% | -5.3% |
| Q3 2021 | $523,000 | -0.9% | 5,449 | -1.5% | 0.42% | -7.5% |
| Q2 2021 | $528,000 | +8.6% | 5,531 | 0.0% | 0.45% | -2.6% |
| Q1 2021 | $486,000 | – | 5,531 | – | 0.46% | – |
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% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |