ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,363 | -7.9% | 12,819 | -4.2% | 0.02% | -8.0% |
| Q2 2023 | $1,252,513 | +11.8% | 13,376 | +4.8% | 0.02% | +4.2% |
| Q1 2023 | $1,120,141 | +5.2% | 12,762 | -1.4% | 0.02% | 0.0% |
| Q4 2022 | $1,065,085 | -2.7% | 12,938 | -10.3% | 0.02% | -11.1% |
| Q3 2022 | $1,095,000 | +54.9% | 14,428 | +64.7% | 0.03% | +58.8% |
| Q2 2022 | $707,000 | -18.5% | 8,760 | -2.1% | 0.02% | -5.6% |
| Q1 2022 | $867,000 | -8.8% | 8,945 | -0.1% | 0.02% | -5.3% |
| Q4 2021 | $951,000 | +218.1% | 8,950 | +187.2% | 0.02% | +171.4% |
| Q3 2021 | $299,000 | -16.0% | 3,116 | -16.3% | 0.01% | -12.5% |
| Q2 2021 | $356,000 | +8.9% | 3,722 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $327,000 | – | 3,719 | – | 0.01% | – |
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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% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |