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 | $1,560,287 | -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% | – |
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% |