ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 393 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,729,363 | +0.8% | 86,583 | -2.1% | 1.07% | -5.1% |
| Q1 2024 | $9,654,402 | +4.3% | 88,434 | -4.0% | 1.13% | -9.3% |
| Q4 2023 | $9,256,420 | +9.3% | 92,095 | -2.1% | 1.24% | -5.8% |
| Q3 2023 | $8,465,093 | -4.7% | 94,088 | -0.9% | 1.32% | -5.0% |
| Q2 2023 | $8,886,618 | +7.6% | 94,902 | +0.9% | 1.39% | -1.3% |
| Q1 2023 | $8,256,005 | +8.3% | 94,064 | +1.6% | 1.41% | +1.1% |
| Q4 2022 | $7,622,561 | +8.0% | 92,596 | -0.4% | 1.39% | -4.7% |
| Q3 2022 | $7,055,000 | +4.2% | 92,938 | +10.8% | 1.46% | +1.0% |
| Q2 2022 | $6,770,000 | +28.0% | 83,899 | +53.6% | 1.45% | +47.4% |
| Q1 2022 | $5,291,000 | +21.2% | 54,638 | +33.0% | 0.98% | +6.2% |
| Q4 2021 | $4,366,000 | – | 41,092 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPINNAKER TRUST | 1,030,982 | $90,540,000 | 6.79% |
| C-J Advisory, Inc. | 63,573 | $5,583,000 | 3.25% |
| Prostatis Group LLC | 43,201 | $3,793,912 | 2.98% |
| Colorado Capital Management, Inc. | 27,713 | $3,162,000 | 2.26% |
| Stewardship Advisors, LLC | 63,070 | $5,539,000 | 2.18% |
| Varma Mutual Pension Insurance Co | 1,479,816 | $129,957,000 | 1.88% |
| Consolidated Planning Corp | 32,746 | $2,875,000 | 1.84% |
| Permanens Capital L.P. | 99,132 | $8,706,000 | 1.79% |
| VERITY Wealth Advisors | 21,578 | $1,895,000 | 1.68% |
| LFA - Lugano Financial Advisors SA | 26,964 | $2,368,000 | 1.66% |