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 | $1,242,039 | -4.4% | 13,805 | -0.5% | 1.52% | +2.1% |
| Q2 2023 | $1,299,376 | +12.2% | 13,876 | +5.2% | 1.49% | +3.0% |
| Q1 2023 | $1,157,991 | +7.0% | 13,193 | +0.3% | 1.44% | -3.1% |
| Q4 2022 | $1,082,645 | +7.1% | 13,152 | -1.2% | 1.49% | +0.9% |
| Q3 2022 | $1,011,000 | -3.3% | 13,314 | +2.8% | 1.48% | +3.1% |
| Q2 2022 | $1,045,000 | -12.0% | 12,955 | +5.6% | 1.43% | +3.0% |
| Q1 2022 | $1,188,000 | -8.9% | 12,267 | -0.0% | 1.39% | -5.4% |
| Q4 2021 | $1,304,000 | – | 12,269 | – | 1.47% | – |
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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% |