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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $74,000 | +10.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $67,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | -10.7% | 700 | -17.6% | 0.00% | -25.0% |
| Q1 2021 | $75,000 | +7.1% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $70,000 | +11.1% | 850 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $63,000 | +10.5% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $57,000 | +21.3% | 425 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | -41.2% | 425 | -29.2% | 0.00% | -20.0% |
| Q4 2019 | $80,000 | +8.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $74,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $73,000 | -99.9% | 600 | -29.4% | 0.01% | -28.6% |
| Q1 2019 | $100,512,000 | +14.6% | 850 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $87,669,000 | -13.6% | 850 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $101,456,000 | – | 850 | – | 0.01% | – |
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% |