ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,420 | +7.0% | 2,578 | +0.3% | 0.03% | -17.6% |
| Q1 2023 | $225,690 | -50.2% | 2,571 | -54.2% | 0.03% | -72.1% |
| Q2 2022 | $453,000 | -16.4% | 5,608 | +0.3% | 0.12% | +41.9% |
| Q1 2022 | $542,000 | -2.0% | 5,594 | -2.9% | 0.09% | -15.7% |
| Q3 2021 | $553,000 | +0.5% | 5,761 | +0.1% | 0.10% | -7.3% |
| Q2 2021 | $550,000 | +7.6% | 5,753 | -1.2% | 0.11% | -24.1% |
| Q1 2021 | $511,000 | +14.3% | 5,824 | +7.3% | 0.14% | +0.7% |
| Q4 2020 | $447,000 | +26.3% | 5,426 | +104.9% | 0.14% | -1.4% |
| Q3 2020 | $354,000 | – | 2,648 | – | 0.15% | – |
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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% |