ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580 | -6.5% | 6,443 | -2.7% | 0.38% | -4.2% |
| Q2 2023 | $620 | +6.7% | 6,623 | +0.1% | 0.40% | -0.2% |
| Q1 2023 | $581 | +5.3% | 6,616 | -1.4% | 0.40% | -4.3% |
| Q4 2022 | $552 | -99.9% | 6,707 | -0.8% | 0.42% | +1.9% |
| Q3 2022 | $513,000 | -5.9% | 6,759 | 0.0% | 0.41% | -17.6% |
| Q2 2022 | $545,000 | -16.7% | 6,759 | +23.1% | 0.50% | -5.5% |
| Q1 2022 | $654,000 | +12.2% | 5,490 | +0.1% | 0.53% | +9.1% |
| Q4 2021 | $583,000 | – | 5,484 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |