ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $793,317 | -7.0% | 8,818 | -3.2% | 0.03% | 0.0% |
| Q2 2023 | $853,301 | +1.5% | 9,113 | -4.9% | 0.03% | -3.0% |
| Q1 2023 | $840,828 | +7.0% | 9,580 | +0.3% | 0.03% | +6.5% |
| Q4 2022 | $786,022 | -4.4% | 9,548 | -11.9% | 0.03% | -16.2% |
| Q3 2022 | $822,000 | -3.5% | 10,832 | +2.5% | 0.04% | 0.0% |
| Q2 2022 | $852,000 | -35.6% | 10,566 | -22.8% | 0.04% | -22.9% |
| Q1 2022 | $1,324,000 | -32.7% | 13,682 | -26.1% | 0.05% | -27.3% |
| Q4 2021 | $1,967,000 | +7.6% | 18,522 | -2.8% | 0.07% | -1.5% |
| Q3 2021 | $1,828,000 | -0.7% | 19,053 | -1.2% | 0.07% | +1.5% |
| Q2 2021 | $1,841,000 | +5.9% | 19,279 | -2.6% | 0.07% | 0.0% |
| Q1 2021 | $1,738,000 | +12.5% | 19,799 | +5.5% | 0.07% | -7.0% |
| Q4 2020 | $1,545,000 | +23.3% | 18,765 | +120.1% | 0.07% | +24.6% |
| Q3 2020 | $1,253,000 | +11.7% | 8,525 | +1.6% | 0.06% | +7.5% |
| Q2 2020 | $1,122,000 | +25.1% | 8,393 | +2.7% | 0.05% | +3.9% |
| Q1 2020 | $897,000 | -11.6% | 8,173 | +7.8% | 0.05% | +13.3% |
| Q4 2019 | $1,015,000 | +27.4% | 7,579 | +17.5% | 0.04% | +25.0% |
| Q3 2019 | $797,000 | +98.8% | 6,450 | +95.6% | 0.04% | +100.0% |
| Q2 2019 | $401,000 | – | 3,297 | – | 0.02% | – |
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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% |