ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,888 | -3.9% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,392 | +16.3% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -19.5% | 410 | -3.5% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | -8.9% | 425 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | -38.4% | 425 | -44.2% | 0.00% | -50.0% |
| Q3 2021 | $73,000 | 0.0% | 761 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $73,000 | -25.5% | 761 | -31.8% | 0.00% | -33.3% |
| Q1 2021 | $98,000 | -17.6% | 1,116 | -22.8% | 0.01% | -25.0% |
| Q4 2020 | $119,000 | +1.7% | 1,445 | +82.2% | 0.01% | -20.0% |
| Q3 2020 | $117,000 | -26.9% | 793 | -33.8% | 0.01% | -28.6% |
| Q2 2020 | $160,000 | +22.1% | 1,198 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $131,000 | -18.1% | 1,198 | 0.0% | 0.02% | +23.1% |
| Q4 2019 | $160,000 | – | 1,198 | – | 0.01% | – |
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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% |