ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799 | -4.0% | 8,880 | 0.0% | 0.88% | +2.8% |
| Q2 2023 | $832 | +6.8% | 8,880 | 0.0% | 0.85% | -6.7% |
| Q1 2023 | $779 | +6.6% | 8,880 | 0.0% | 0.92% | +4.8% |
| Q4 2022 | $731 | -99.9% | 8,880 | -14.7% | 0.87% | +1.2% |
| Q3 2022 | $790,000 | -8.1% | 10,405 | -2.3% | 0.86% | -2.0% |
| Q2 2022 | $860,000 | -16.7% | 10,655 | 0.0% | 0.88% | +13.8% |
| Q1 2022 | $1,032,000 | -8.8% | 10,655 | 0.0% | 0.77% | +7.2% |
| Q4 2021 | $1,132,000 | – | 10,655 | – | 0.72% | – |
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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% |