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 | $1,042,200 | -11.1% | 11,584 | -7.5% | 0.00% | 0.0% |
| Q2 2023 | $1,172,359 | -16.3% | 12,520 | -21.5% | 0.00% | 0.0% |
| Q1 2023 | $1,400,689 | -28.3% | 15,959 | -32.8% | 0.00% | -50.0% |
| Q4 2022 | $1,953,900 | +28.1% | 23,735 | +18.1% | 0.00% | +100.0% |
| Q3 2022 | $1,525,000 | -15.1% | 20,091 | -9.8% | 0.00% | 0.0% |
| Q2 2022 | $1,797,000 | -14.9% | 22,270 | +2.1% | 0.00% | 0.0% |
| Q1 2022 | $2,112,000 | -17.4% | 21,811 | -9.3% | 0.00% | 0.0% |
| Q4 2021 | $2,556,000 | +19.4% | 24,059 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $2,141,000 | -13.2% | 22,311 | -13.6% | 0.00% | 0.0% |
| Q2 2021 | $2,468,000 | +22.4% | 25,833 | +12.5% | 0.00% | 0.0% |
| Q1 2021 | $2,016,000 | +34.0% | 22,960 | +25.7% | 0.00% | 0.0% |
| Q4 2020 | $1,504,000 | +35.5% | 18,271 | +142.1% | 0.00% | 0.0% |
| Q3 2020 | $1,110,000 | +40.9% | 7,546 | +28.1% | 0.00% | 0.0% |
| Q2 2020 | $788,000 | +39.2% | 5,892 | +14.3% | 0.00% | 0.0% |
| Q1 2020 | $566,000 | -15.8% | 5,153 | +2.9% | 0.00% | – |
| Q4 2019 | $672,000 | +17.7% | 5,010 | +8.5% | 0.00% | – |
| Q3 2019 | $571,000 | +19.5% | 4,618 | +17.6% | 0.00% | – |
| Q2 2019 | $478,000 | +3.0% | 3,927 | +0.1% | 0.00% | – |
| Q1 2019 | $464,000 | +1.8% | 3,925 | -11.3% | 0.00% | – |
| Q4 2018 | $456,000 | -13.8% | 4,423 | -0.2% | 0.00% | – |
| Q3 2018 | $529,000 | -1.3% | 4,430 | -6.8% | 0.00% | – |
| Q2 2018 | $536,000 | +23.5% | 4,751 | +21.6% | 0.00% | – |
| Q1 2018 | $434,000 | +9.0% | 3,907 | +9.0% | 0.00% | – |
| Q4 2017 | $398,000 | +11.5% | 3,585 | +5.1% | 0.00% | – |
| Q3 2017 | $357,000 | +28.0% | 3,410 | +25.3% | 0.00% | – |
| Q2 2017 | $279,000 | +14.3% | 2,722 | +9.9% | 0.00% | – |
| Q1 2017 | $244,000 | +6.1% | 2,477 | -1.0% | 0.00% | – |
| Q4 2016 | $230,000 | -1.3% | 2,503 | -2.2% | 0.00% | – |
| Q3 2016 | $233,000 | +6.4% | 2,559 | +1.1% | 0.00% | – |
| Q2 2016 | $219,000 | -4.8% | 2,530 | -6.2% | 0.00% | – |
| Q1 2016 | $230,000 | +8.5% | 2,697 | +6.4% | 0.00% | – |
| Q4 2015 | $212,000 | +1.0% | 2,535 | -4.9% | 0.00% | – |
| Q3 2015 | $210,000 | -5.8% | 2,666 | +1.9% | 0.00% | – |
| Q2 2015 | $223,000 | -5.1% | 2,616 | -4.5% | 0.00% | – |
| Q1 2015 | $235,000 | +8.3% | 2,739 | +8.5% | 0.00% | – |
| Q4 2014 | $217,000 | +2.4% | 2,524 | -2.3% | 0.00% | – |
| Q3 2014 | $212,000 | -2.3% | 2,584 | -1.9% | 0.00% | – |
| Q2 2014 | $217,000 | +6.9% | 2,634 | +1.3% | 0.00% | – |
| Q1 2014 | $203,000 | -94.3% | 2,601 | -94.4% | 0.00% | -100.0% |
| Q4 2013 | $3,553,000 | +1740.9% | 46,311 | +1590.2% | 0.00% | – |
| Q3 2013 | $193,000 | 0.0% | 2,740 | -4.0% | 0.00% | – |
| Q2 2013 | $193,000 | – | 2,853 | – | 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% |