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 | $288,775 | +2.8% | 3,210 | +7.0% | 0.08% | -8.7% |
| Q2 2023 | $280,890 | +22.7% | 3,000 | +15.0% | 0.09% | +31.4% |
| Q1 2023 | $228,956 | +7.0% | 2,609 | +0.3% | 0.07% | +12.9% |
| Q4 2022 | $214,023 | -19.2% | 2,600 | -25.4% | 0.06% | -21.5% |
| Q3 2022 | $265,000 | +1.5% | 3,487 | +7.7% | 0.08% | +8.2% |
| Q2 2022 | $261,000 | +1.2% | 3,238 | +21.5% | 0.07% | +12.3% |
| Q1 2022 | $258,000 | -6.2% | 2,665 | +2.9% | 0.06% | -20.7% |
| Q4 2021 | $275,000 | +3.4% | 2,589 | -6.6% | 0.08% | -8.9% |
| Q3 2021 | $266,000 | +14.2% | 2,772 | +13.9% | 0.09% | +15.4% |
| Q2 2021 | $233,000 | +7.4% | 2,434 | -1.5% | 0.08% | -11.4% |
| Q1 2021 | $217,000 | – | 2,471 | – | 0.09% | – |
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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% |