ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 88 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,361,066 | -5.0% | 15,128 | -1.1% | 0.38% | -4.0% |
| Q2 2023 | $1,432,973 | +9.2% | 15,303 | +2.3% | 0.40% | +7.0% |
| Q1 2023 | $1,312,425 | +5.4% | 14,953 | -1.2% | 0.37% | -0.3% |
| Q4 2022 | $1,245,749 | +27.4% | 15,133 | +17.4% | 0.38% | +13.0% |
| Q3 2022 | $978,000 | -6.9% | 12,885 | -1.1% | 0.33% | -1.8% |
| Q2 2022 | $1,051,000 | -17.5% | 13,030 | -1.0% | 0.34% | -7.4% |
| Q1 2022 | $1,274,000 | -12.2% | 13,160 | -3.6% | 0.36% | -10.3% |
| Q4 2021 | $1,451,000 | +10.1% | 13,655 | -0.6% | 0.41% | 0.0% |
| Q3 2021 | $1,318,000 | -0.7% | 13,740 | -1.1% | 0.41% | +7.7% |
| Q2 2021 | $1,327,000 | +10.4% | 13,890 | +1.5% | 0.38% | +3.0% |
| Q1 2021 | $1,202,000 | +1.7% | 13,690 | -4.7% | 0.37% | +1.9% |
| Q4 2020 | $1,182,000 | +8.7% | 14,360 | +94.3% | 0.36% | -1.9% |
| Q3 2020 | $1,087,000 | +10.4% | 7,390 | +0.4% | 0.37% | +6.4% |
| Q2 2020 | $985,000 | +18.4% | 7,360 | -2.8% | 0.34% | +8.8% |
| Q1 2020 | $832,000 | -25.8% | 7,575 | -9.6% | 0.32% | -15.0% |
| Q4 2019 | $1,122,000 | -8.5% | 8,375 | -15.5% | 0.37% | -14.1% |
| Q3 2019 | $1,226,000 | -3.2% | 9,915 | -4.6% | 0.43% | -5.0% |
| Q2 2019 | $1,266,000 | +7.8% | 10,390 | +4.7% | 0.46% | +4.1% |
| Q1 2019 | $1,174,000 | +14.2% | 9,925 | -0.4% | 0.44% | +2.8% |
| Q4 2018 | $1,028,000 | -19.1% | 9,965 | -6.3% | 0.43% | -15.8% |
| Q3 2018 | $1,270,000 | +30.7% | 10,640 | +23.4% | 0.51% | +20.7% |
| Q2 2018 | $972,000 | +8.0% | 8,620 | +6.2% | 0.42% | +6.3% |
| Q1 2018 | $900,000 | -16.4% | 8,115 | -16.2% | 0.40% | -15.4% |
| Q4 2017 | $1,076,000 | +44.8% | 9,685 | +36.2% | 0.47% | +39.8% |
| Q3 2017 | $743,000 | +6.8% | 7,110 | +4.5% | 0.33% | -0.6% |
| Q2 2017 | $696,000 | +118.9% | 6,805 | +110.4% | 0.34% | +110.0% |
| Q1 2017 | $318,000 | +6.7% | 3,235 | 0.0% | 0.16% | +4.6% |
| Q4 2016 | $298,000 | +1.4% | 3,235 | 0.0% | 0.15% | -3.2% |
| Q3 2016 | $294,000 | +5.0% | 3,235 | 0.0% | 0.16% | +5.3% |
| Q2 2016 | $280,000 | +1.8% | 3,235 | 0.0% | 0.15% | +1.4% |
| Q1 2016 | $275,000 | +1.9% | 3,235 | 0.0% | 0.15% | +2.1% |
| Q4 2015 | $270,000 | +5.9% | 3,235 | 0.0% | 0.14% | +2.1% |
| Q3 2015 | $255,000 | -7.3% | 3,235 | 0.0% | 0.14% | +2.2% |
| Q2 2015 | $275,000 | +7.0% | 3,235 | +8.2% | 0.14% | +10.3% |
| Q1 2015 | $257,000 | 0.0% | 2,990 | 0.0% | 0.13% | 0.0% |
| Q4 2014 | $257,000 | +4.5% | 2,990 | 0.0% | 0.13% | +5.9% |
| Q3 2014 | $246,000 | -22.2% | 2,990 | -22.1% | 0.12% | -21.7% |
| Q2 2014 | $316,000 | +5.3% | 3,840 | 0.0% | 0.15% | -4.4% |
| Q1 2014 | $300,000 | +1.7% | 3,840 | 0.0% | 0.16% | -7.6% |
| Q4 2013 | $295,000 | +8.5% | 3,840 | 0.0% | 0.17% | +0.6% |
| Q3 2013 | $272,000 | -17.8% | 3,840 | -21.5% | 0.17% | -17.4% |
| Q2 2013 | $331,000 | – | 4,890 | – | 0.21% | – |
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% |