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 | $540,000 | -13.9% | 6,002 | -10.4% | 0.18% | +2.9% |
| Q2 2023 | $626,920 | -11.7% | 6,695 | -17.2% | 0.17% | -31.3% |
| Q1 2023 | $709,708 | +45.3% | 8,086 | +36.2% | 0.25% | +22.1% |
| Q4 2022 | $488,569 | -11.0% | 5,935 | -17.9% | 0.20% | -17.7% |
| Q3 2022 | $549,000 | +35.2% | 7,227 | +43.6% | 0.25% | +29.8% |
| Q2 2022 | $406,000 | -20.1% | 5,031 | -4.0% | 0.19% | -31.8% |
| Q1 2022 | $508,000 | +2.8% | 5,241 | +12.7% | 0.28% | -3.4% |
| Q4 2021 | $494,000 | – | 4,649 | – | 0.29% | – |
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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% |