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 | $4,163,821 | +9.0% | 46,280 | +13.4% | 0.01% | +20.0% |
| Q2 2023 | $3,821,579 | +403.7% | 40,811 | +372.1% | 0.01% | +400.0% |
| Q1 2023 | $758,707 | -7.8% | 8,645 | -13.6% | 0.00% | 0.0% |
| Q4 2022 | $823,135 | -32.1% | 10,000 | -37.4% | 0.00% | -50.0% |
| Q3 2022 | $1,212,000 | -8.7% | 15,973 | -2.9% | 0.00% | 0.0% |
| Q2 2022 | $1,327,000 | -20.9% | 16,448 | -5.0% | 0.00% | 0.0% |
| Q1 2022 | $1,677,000 | -26.0% | 17,313 | -18.8% | 0.00% | -33.3% |
| Q4 2021 | $2,265,000 | +28.1% | 21,324 | +15.7% | 0.00% | 0.0% |
| Q3 2021 | $1,768,000 | +4.2% | 18,426 | +3.7% | 0.00% | 0.0% |
| Q2 2021 | $1,697,000 | +19.3% | 17,761 | +9.7% | 0.00% | +50.0% |
| Q1 2021 | $1,422,000 | +60.5% | 16,188 | +50.4% | 0.00% | 0.0% |
| Q4 2020 | $886,000 | +47.7% | 10,764 | +164.0% | 0.00% | +100.0% |
| Q3 2020 | $600,000 | -24.8% | 4,077 | -31.7% | 0.00% | -50.0% |
| Q2 2020 | $798,000 | +25.7% | 5,969 | +2.9% | 0.00% | 0.0% |
| Q1 2020 | $635,000 | +5.3% | 5,800 | +29.8% | 0.00% | +100.0% |
| Q4 2019 | $603,000 | -26.6% | 4,469 | -32.8% | 0.00% | -50.0% |
| Q3 2019 | $822,000 | +1.7% | 6,655 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $808,000 | +4.8% | 6,622 | +1.6% | 0.00% | 0.0% |
| Q1 2019 | $771,000 | -8.5% | 6,516 | -20.3% | 0.00% | -33.3% |
| Q4 2018 | $843,000 | -64.6% | 8,173 | -59.0% | 0.00% | -57.1% |
| Q3 2018 | $2,381,000 | +17.7% | 19,944 | +11.0% | 0.01% | +16.7% |
| Q2 2018 | $2,023,000 | +5.8% | 17,969 | +4.1% | 0.01% | 0.0% |
| Q1 2018 | $1,913,000 | +326.1% | 17,256 | +324.5% | 0.01% | +500.0% |
| Q4 2017 | $449,000 | +4.9% | 4,065 | -0.5% | 0.00% | 0.0% |
| Q3 2017 | $428,000 | +4.6% | 4,085 | +2.1% | 0.00% | -50.0% |
| Q2 2017 | $409,000 | +10.5% | 4,000 | +5.9% | 0.00% | +100.0% |
| Q1 2017 | $370,000 | +14.6% | 3,777 | +7.9% | 0.00% | 0.0% |
| Q4 2016 | $323,000 | +21.0% | 3,501 | +19.4% | 0.00% | 0.0% |
| Q3 2016 | $267,000 | +19.7% | 2,931 | +13.8% | 0.00% | 0.0% |
| Q2 2016 | $223,000 | +1.8% | 2,575 | +0.0% | 0.00% | 0.0% |
| Q1 2016 | $219,000 | +1.9% | 2,574 | +0.0% | 0.00% | 0.0% |
| Q4 2015 | $215,000 | -22.9% | 2,573 | -27.3% | 0.00% | -50.0% |
| Q3 2015 | $279,000 | -53.7% | 3,541 | -50.0% | 0.00% | 0.0% |
| Q2 2015 | $602,000 | +98.0% | 7,082 | +100.1% | 0.00% | 0.0% |
| Q1 2015 | $304,000 | -75.5% | 3,540 | -75.4% | 0.00% | -71.4% |
| Q4 2014 | $1,239,000 | +416.2% | 14,386 | +392.5% | 0.01% | +250.0% |
| Q3 2014 | $240,000 | 0.0% | 2,921 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $240,000 | +10.1% | 2,921 | +4.7% | 0.00% | 0.0% |
| Q1 2014 | $218,000 | – | 2,791 | – | 0.00% | – |
Download | ||||||
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% |