ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,391 | +9.6% | 7,618 | +14.1% | 0.12% | +13.6% |
| Q2 2023 | $625,422 | +12.9% | 6,679 | +5.8% | 0.11% | -8.3% |
| Q1 2023 | $554,092 | -33.2% | 6,313 | -37.3% | 0.12% | -33.0% |
| Q4 2022 | $829,456 | +47.3% | 10,076 | +35.9% | 0.18% | +14.0% |
| Q3 2022 | $563,000 | -2.6% | 7,415 | +3.5% | 0.16% | 0.0% |
| Q2 2022 | $578,000 | +4.1% | 7,167 | +25.0% | 0.16% | +9.8% |
| Q1 2022 | $555,000 | -11.9% | 5,732 | -3.4% | 0.14% | -55.9% |
| Q4 2021 | $630,000 | +30.2% | 5,934 | +17.7% | 0.32% | +18.2% |
| Q3 2021 | $484,000 | +10.3% | 5,043 | +12.6% | 0.27% | +5.8% |
| Q2 2021 | $439,000 | +28.7% | 4,480 | +15.4% | 0.26% | +17.2% |
| Q1 2021 | $341,000 | +24.0% | 3,882 | +16.3% | 0.22% | +14.5% |
| Q4 2020 | $275,000 | – | 3,338 | – | 0.19% | – |
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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% |
| 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% |