ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,940 | -6.9% | 8,002 | -3.1% | 0.08% | -3.7% |
| Q2 2023 | $773,373 | +6.7% | 8,259 | 0.0% | 0.08% | +6.5% |
| Q1 2023 | $724,892 | +6.6% | 8,259 | 0.0% | 0.08% | -2.5% |
| Q4 2022 | $679,881 | +4.6% | 8,259 | -3.5% | 0.08% | -4.8% |
| Q3 2022 | $650,000 | -8.6% | 8,562 | -2.9% | 0.08% | -2.4% |
| Q2 2022 | $711,000 | -13.3% | 8,815 | +4.1% | 0.08% | -6.6% |
| Q1 2022 | $820,000 | -11.6% | 8,465 | -3.1% | 0.09% | -14.2% |
| Q4 2021 | $928,000 | +34.9% | 8,737 | +21.8% | 0.11% | +23.3% |
| Q3 2021 | $688,000 | +11.5% | 7,175 | +11.1% | 0.09% | +6.2% |
| Q2 2021 | $617,000 | +2.8% | 6,461 | -5.5% | 0.08% | -5.8% |
| Q1 2021 | $600,000 | +9.1% | 6,835 | +2.4% | 0.09% | +1.2% |
| Q4 2020 | $550,000 | +3.0% | 6,678 | +84.0% | 0.08% | -9.6% |
| Q3 2020 | $534,000 | +21.1% | 3,630 | +10.1% | 0.09% | +14.6% |
| Q2 2020 | $441,000 | +21.8% | 3,298 | 0.0% | 0.08% | +3.8% |
| Q1 2020 | $362,000 | -22.2% | 3,298 | -4.8% | 0.08% | -6.0% |
| Q4 2019 | $465,000 | +8.6% | 3,466 | 0.0% | 0.08% | +3.7% |
| Q3 2019 | $428,000 | – | 3,466 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 110,751 | $10,643,000 | 8.63% |
| SPINNAKER TRUST | 1,040,357 | $99,396,000 | 6.92% |
| Roof Eidam Maycock Peralta, LLC | 163,007 | $15,574,000 | 5.81% |
| Prostatis Group LLC | 64,499 | $6,162,264 | 4.21% |
| C-J Advisory, Inc. | 62,564 | $5,977,000 | 3.21% |
| Consolidated Planning Corp | 34,070 | $3,255,000 | 2.41% |
| Stewardship Advisors, LLC | 63,439 | $6,061,000 | 2.27% |
| Colorado Capital Management, Inc. | 25,647 | $2,990,000 | 2.01% |
| VERITY Wealth Advisors | 21,578 | $2,062,000 | 1.87% |
| Ellevest, Inc. | 174,836 | $16,703,000 | 1.66% |