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 | $4,397,192 | +4.8% | 46,126 | +3.1% | 0.00% | +100.0% |
| Q2 2023 | $4,196,006 | +24.8% | 44,724 | +9.9% | 0.00% | 0.0% |
| Q4 2022 | $3,363,257 | +10.7% | 40,678 | +12.2% | 0.00% | 0.0% |
| Q3 2022 | $3,037,000 | -13.8% | 36,248 | -15.0% | 0.00% | -50.0% |
| Q2 2022 | $3,525,000 | -17.2% | 42,629 | -1.0% | 0.00% | 0.0% |
| Q1 2022 | $4,256,000 | -2.1% | 43,042 | +5.6% | 0.00% | 0.0% |
| Q4 2021 | $4,348,000 | +12.1% | 40,758 | +4.8% | 0.00% | 0.0% |
| Q3 2021 | $3,879,000 | +9.4% | 38,904 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $3,546,000 | +1365.3% | 37,122 | +1288.8% | 0.00% | – |
| Q1 2021 | $242,000 | -22.4% | 2,673 | -28.1% | 0.00% | – |
| Q4 2020 | $312,000 | +55.2% | 3,720 | +173.5% | 0.00% | – |
| Q3 2020 | $201,000 | -34.1% | 1,360 | -39.4% | 0.00% | – |
| Q2 2020 | $305,000 | +28.7% | 2,244 | +1.9% | 0.00% | – |
| Q1 2020 | $237,000 | -20.7% | 2,203 | -1.3% | 0.00% | – |
| Q4 2019 | $299,000 | +8.3% | 2,233 | 0.0% | 0.00% | – |
| Q3 2019 | $276,000 | -74.7% | 2,233 | -75.1% | 0.00% | -100.0% |
| Q2 2019 | $1,092,000 | +21.5% | 8,955 | +17.8% | 0.00% | 0.0% |
| Q1 2019 | $899,000 | +324.1% | 7,605 | +269.9% | 0.00% | – |
| Q4 2018 | $212,000 | -21.2% | 2,056 | -8.9% | 0.00% | – |
| Q3 2018 | $269,000 | +18.5% | 2,256 | +12.0% | 0.00% | – |
| Q2 2018 | $227,000 | +2.3% | 2,014 | +0.5% | 0.00% | – |
| Q1 2018 | $222,000 | +9.4% | 2,004 | +9.5% | 0.00% | – |
| Q4 2017 | $203,000 | -74.2% | 1,830 | -75.7% | 0.00% | -100.0% |
| Q3 2017 | $787,000 | +2.3% | 7,523 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $769,000 | +15.5% | 7,523 | +11.0% | 0.00% | 0.0% |
| Q1 2017 | $666,000 | +52.8% | 6,780 | +41.2% | 0.00% | – |
| Q4 2016 | $436,000 | -0.2% | 4,800 | 0.0% | 0.00% | – |
| Q3 2016 | $437,000 | +5.3% | 4,800 | 0.0% | 0.00% | – |
| Q2 2016 | $415,000 | -9.6% | 4,800 | -10.8% | 0.00% | – |
| Q1 2016 | $459,000 | -10.2% | 5,383 | -12.2% | 0.00% | -100.0% |
| Q4 2015 | $511,000 | +11.3% | 6,132 | +5.5% | 0.00% | 0.0% |
| Q3 2015 | $459,000 | -50.8% | 5,812 | -47.0% | 0.00% | 0.0% |
| Q2 2015 | $933,000 | -0.9% | 10,961 | +0.0% | 0.00% | 0.0% |
| Q1 2015 | $941,000 | -0.2% | 10,959 | +0.0% | 0.00% | 0.0% |
| Q4 2014 | $943,000 | +7.6% | 10,957 | +3.0% | 0.00% | 0.0% |
| Q3 2014 | $876,000 | 0.0% | 10,641 | +0.0% | 0.00% | 0.0% |
| Q2 2014 | $876,000 | +5.4% | 10,639 | +0.0% | 0.00% | 0.0% |
| Q1 2014 | $831,000 | +7.9% | 10,637 | +6.0% | 0.00% | 0.0% |
| Q4 2013 | $770,000 | -4.0% | 10,037 | -11.5% | 0.00% | 0.0% |
| Q3 2013 | $802,000 | +1536.7% | 11,341 | +1477.3% | 0.00% | – |
| Q2 2013 | $49,000 | – | 719 | – | 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% |