ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,313 | -5.6% | 5,572 | -1.8% | 0.05% | -2.1% |
| Q2 2023 | $531,220 | +6.7% | 5,673 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $497,919 | +40.2% | 5,673 | +31.5% | 0.05% | +33.3% |
| Q4 2022 | $355,046 | -14.0% | 4,313 | -20.7% | 0.04% | -21.7% |
| Q3 2022 | $413,000 | -5.9% | 5,437 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $439,000 | -11.7% | 5,437 | +6.0% | 0.05% | 0.0% |
| Q1 2022 | $497,000 | +14.3% | 5,129 | +25.2% | 0.05% | +20.5% |
| Q4 2021 | $435,000 | +7.1% | 4,096 | -3.3% | 0.04% | -2.5% |
| Q3 2021 | $406,000 | +17.7% | 4,236 | +17.2% | 0.04% | +14.3% |
| Q2 2021 | $345,000 | +20.2% | 3,614 | +10.5% | 0.04% | +12.9% |
| Q1 2021 | $287,000 | -30.5% | 3,271 | -34.8% | 0.03% | -35.4% |
| Q4 2020 | $413,000 | +40.5% | 5,020 | +151.0% | 0.05% | +23.1% |
| Q3 2020 | $294,000 | +22.0% | 2,000 | +11.1% | 0.04% | +11.4% |
| Q2 2020 | $241,000 | 0.0% | 1,800 | 0.0% | 0.04% | +16.7% |
| Q4 2019 | $241,000 | +8.6% | 1,800 | 0.0% | 0.03% | +3.4% |
| Q3 2019 | $222,000 | +1.4% | 1,800 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $219,000 | +2.8% | 1,800 | 0.0% | 0.03% | -3.3% |
| Q1 2019 | $213,000 | 0.0% | 1,800 | +1.1% | 0.03% | +7.1% |
| Q3 2018 | $213,000 | -2.7% | 1,781 | -8.4% | 0.03% | +75.0% |
| Q2 2018 | $219,000 | +1.4% | 1,945 | 0.0% | 0.02% | -50.0% |
| Q1 2018 | $216,000 | +0.5% | 1,945 | +0.3% | 0.03% | +3.2% |
| Q4 2017 | $215,000 | +6.4% | 1,939 | +0.4% | 0.03% | +6.9% |
| Q3 2017 | $202,000 | – | 1,932 | – | 0.03% | – |
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% |