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 | $1,029,887 | +100181.1% | 11,447 | +4.3% | 0.04% | +4.7% |
| Q2 2023 | $1,027 | +11.9% | 10,970 | +4.8% | 0.04% | +7.5% |
| Q1 2023 | $918 | +47.1% | 10,465 | +37.9% | 0.04% | +42.9% |
| Q4 2022 | $624 | -99.9% | 7,588 | 0.0% | 0.03% | -28.2% |
| Q3 2022 | $576,000 | -42.3% | 7,588 | -38.7% | 0.04% | -11.4% |
| Q2 2022 | $999,000 | -17.5% | 12,380 | -1.0% | 0.04% | -4.3% |
| Q1 2022 | $1,211,000 | -8.5% | 12,506 | +0.4% | 0.05% | -4.2% |
| Q4 2021 | $1,324,000 | +12.8% | 12,456 | +1.8% | 0.05% | +6.7% |
| Q3 2021 | $1,174,000 | -1.7% | 12,238 | -2.1% | 0.04% | +2.3% |
| Q2 2021 | $1,194,000 | +5.9% | 12,497 | -2.6% | 0.04% | -2.2% |
| Q1 2021 | $1,127,000 | +123.6% | 12,833 | +274.4% | 0.04% | +95.7% |
| Q3 2020 | $504,000 | +11.0% | 3,428 | +1.1% | 0.02% | +4.5% |
| Q2 2020 | $454,000 | +21.7% | 3,392 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $373,000 | -14.4% | 3,392 | +4.1% | 0.02% | +10.0% |
| Q4 2019 | $436,000 | +8.2% | 3,258 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $403,000 | +28.8% | 3,258 | +26.6% | 0.02% | +33.3% |
| Q2 2019 | $313,000 | – | 2,573 | – | 0.02% | – |
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% |
| Roof Eidam Maycock Peralta, LLC | 67,290 | $6,054,081 | 1.99% |
| VERITY Wealth Advisors | 23,554 | $2,119,153 | 1.99% |
| Colorado Capital Management, Inc. | 21,599 | $2,324 | 1.76% |
| SOA Wealth Advisors, LLC. | 76,644 | $6,895,682 | 1.71% |