ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 418 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,560,287 | -13.6% | 17,300 | -11.3% | 0.00% | 0.0% |
| Q2 2023 | $1,806,675 | -7.7% | 19,500 | -12.6% | 0.00% | 0.0% |
| Q1 2023 | $1,957,271 | +6.6% | 22,300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,835,736 | +8.4% | 22,300 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $1,693,000 | -21.0% | 22,300 | -16.0% | 0.00% | 0.0% |
| Q2 2022 | $2,143,000 | -16.7% | 26,560 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,573,000 | -12.9% | 26,560 | -4.3% | 0.00% | 0.0% |
| Q4 2021 | $2,954,000 | +622.2% | 27,760 | +551.6% | 0.00% | – |
| Q3 2021 | $409,000 | -14.4% | 4,260 | -14.8% | 0.00% | -100.0% |
| Q2 2021 | $478,000 | +8.9% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $439,000 | – | 5,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 256,433 | $24,012,392 | 15.05% |
| SPINNAKER TRUST | 817,991 | $76,596,677 | 5.56% |
| Corundum Group, Inc. | 61,287 | $5,738,915 | 2.86% |
| Varma Mutual Pension Insurance Co | 2,350,000 | $220,054,000 | 2.63% |
| Stewardship Advisors, LLC | 67,787 | $6,347,575 | 2.39% |
| VERITY Wealth Advisors | 23,554 | $2,205,597 | 1.98% |
| Ellevest, Inc. | 262,932 | $24,620,969 | 1.85% |
| Colorado Capital Management, Inc. | 21,234 | $2,405 | 1.78% |
| Roof Eidam Maycock Peralta, LLC | 55,429 | $5,190,372 | 1.74% |
| Permanens Capital L.P. | 79,149 | $7,411,512 | 1.71% |