ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,287 | -6.1% | 6,039 | -2.3% | 0.02% | 0.0% |
| Q2 2023 | $578,558 | +6.0% | 6,179 | -0.7% | 0.02% | 0.0% |
| Q1 2023 | $545,976 | +8.0% | 6,221 | +1.3% | 0.02% | 0.0% |
| Q4 2022 | $505,324 | -46.4% | 6,139 | -47.4% | 0.02% | -5.3% |
| Q2 2022 | $942,000 | +63.8% | 11,668 | +96.3% | 0.02% | -5.0% |
| Q1 2022 | $575,000 | -20.9% | 5,943 | -13.2% | 0.02% | -13.0% |
| Q4 2021 | $727,000 | +34.9% | 6,844 | +69.3% | 0.02% | -11.5% |
| Q3 2021 | $539,000 | -2.0% | 4,042 | -29.9% | 0.03% | +18.2% |
| Q2 2021 | $550,000 | +5.8% | 5,762 | -2.6% | 0.02% | -26.7% |
| Q1 2021 | $520,000 | +6.8% | 5,918 | 0.0% | 0.03% | +3.4% |
| Q4 2020 | $487,000 | +12.0% | 5,918 | +100.0% | 0.03% | -19.4% |
| Q3 2020 | $435,000 | +5.6% | 2,959 | -4.0% | 0.04% | -2.7% |
| Q2 2020 | $412,000 | +5.9% | 3,081 | -13.0% | 0.04% | -14.0% |
| Q1 2020 | $389,000 | -28.2% | 3,542 | -12.3% | 0.04% | -2.3% |
| Q4 2019 | $542,000 | -39.7% | 4,041 | -44.5% | 0.04% | -42.1% |
| Q3 2019 | $899,000 | +4.2% | 7,277 | +2.7% | 0.08% | +5.6% |
| Q2 2019 | $863,000 | +14.9% | 7,083 | +11.5% | 0.07% | +9.1% |
| Q1 2019 | $751,000 | +14.8% | 6,350 | +0.1% | 0.07% | +4.8% |
| Q4 2018 | $654,000 | -4.4% | 6,342 | +10.6% | 0.06% | +1.6% |
| Q3 2018 | $684,000 | +5.9% | 5,734 | +0.2% | 0.06% | -4.6% |
| Q2 2018 | $646,000 | +71.4% | 5,724 | +68.2% | 0.06% | +58.5% |
| Q1 2018 | $377,000 | 0.0% | 3,404 | +0.2% | 0.04% | 0.0% |
| Q4 2017 | $377,000 | +6.5% | 3,398 | +0.3% | 0.04% | 0.0% |
| Q3 2017 | $354,000 | -4.8% | 3,389 | -6.7% | 0.04% | -14.6% |
| Q2 2017 | $372,000 | +4.5% | 3,634 | +0.2% | 0.05% | -2.0% |
| Q1 2017 | $356,000 | +44.7% | 3,627 | +35.5% | 0.05% | +22.5% |
| Q4 2016 | $246,000 | +7.4% | 2,676 | +6.2% | 0.04% | -2.4% |
| Q3 2016 | $229,000 | +5.5% | 2,519 | +0.3% | 0.04% | +7.9% |
| Q2 2016 | $217,000 | +1.9% | 2,512 | +0.4% | 0.04% | -2.6% |
| Q1 2016 | $213,000 | – | 2,503 | – | 0.04% | – |
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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% |