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 | $2,209,393 | -6.8% | 24,557 | -3.0% | 0.07% | -12.0% |
| Q2 2023 | $2,371,339 | +9.9% | 25,324 | +3.0% | 0.08% | +7.8% |
| Q1 2023 | $2,157,474 | +2.6% | 24,581 | -3.8% | 0.08% | -3.8% |
| Q4 2022 | $2,102,453 | +4.8% | 25,540 | -3.4% | 0.08% | -3.6% |
| Q3 2022 | $2,007,000 | -4.8% | 26,440 | +1.2% | 0.08% | 0.0% |
| Q2 2022 | $2,108,000 | -15.4% | 26,128 | +1.5% | 0.08% | -1.2% |
| Q1 2022 | $2,492,000 | -10.2% | 25,736 | -1.5% | 0.08% | -5.6% |
| Q4 2021 | $2,776,000 | +8.8% | 26,130 | -1.8% | 0.09% | +2.3% |
| Q3 2021 | $2,552,000 | -0.9% | 26,596 | -1.3% | 0.09% | -2.2% |
| Q2 2021 | $2,574,000 | +8.2% | 26,946 | -0.5% | 0.09% | +1.1% |
| Q1 2021 | $2,379,000 | +11.7% | 27,094 | +4.7% | 0.09% | -9.3% |
| Q4 2020 | $2,130,000 | +5.3% | 25,871 | +88.2% | 0.10% | -7.6% |
| Q3 2020 | $2,022,000 | +10.8% | 13,744 | +0.7% | 0.10% | +2.9% |
| Q2 2020 | $1,825,000 | +22.1% | 13,644 | +0.2% | 0.10% | -3.8% |
| Q1 2020 | $1,495,000 | -21.9% | 13,615 | -4.7% | 0.11% | -1.9% |
| Q4 2019 | $1,914,000 | +19.9% | 14,283 | +10.6% | 0.11% | +11.3% |
| Q3 2019 | $1,596,000 | +8.1% | 12,913 | +6.6% | 0.10% | +7.8% |
| Q2 2019 | $1,477,000 | +6.6% | 12,118 | +3.4% | 0.09% | +4.7% |
| Q1 2019 | $1,386,000 | +19.0% | 11,718 | +3.8% | 0.09% | +8.9% |
| Q4 2018 | $1,165,000 | +8.2% | 11,291 | +25.1% | 0.08% | +25.4% |
| Q3 2018 | $1,077,000 | +12.0% | 9,024 | +5.8% | 0.06% | +10.5% |
| Q2 2018 | $962,000 | -0.3% | 8,526 | -2.1% | 0.06% | -8.1% |
| Q1 2018 | $965,000 | -6.1% | 8,706 | -6.0% | 0.06% | -4.6% |
| Q4 2017 | $1,028,000 | +9.8% | 9,257 | +3.3% | 0.06% | -9.7% |
| Q3 2017 | $936,000 | +8.3% | 8,957 | +6.0% | 0.07% | +2.9% |
| Q2 2017 | $864,000 | +8.7% | 8,447 | +4.4% | 0.07% | +6.1% |
| Q1 2017 | $795,000 | +16.4% | 8,088 | +9.0% | 0.07% | +4.8% |
| Q4 2016 | $683,000 | +35.8% | 7,423 | +34.3% | 0.06% | +37.0% |
| Q3 2016 | $503,000 | – | 5,527 | – | 0.05% | – |
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% |