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 | $306,451 | -3.8% | 3,406 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $318,483 | +1.2% | 3,401 | -5.1% | 0.01% | 0.0% |
| Q1 2023 | $314,661 | +5.1% | 3,585 | -1.5% | 0.01% | -14.3% |
| Q4 2022 | $299,439 | +11.7% | 3,638 | +2.9% | 0.01% | +16.7% |
| Q3 2022 | $268,000 | -44.5% | 3,536 | -40.9% | 0.01% | -45.5% |
| Q2 2022 | $483,000 | -14.7% | 5,984 | +2.3% | 0.01% | +10.0% |
| Q1 2022 | $566,000 | +45.5% | 5,848 | +59.7% | 0.01% | +42.9% |
| Q4 2021 | $389,000 | – | 3,661 | – | 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% |
| 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% |