ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,756,304 | +1.7% | 19,521 | +5.8% | 0.20% | +6.4% |
| Q2 2023 | $1,727,003 | -8.2% | 18,443 | -14.0% | 0.19% | -13.0% |
| Q1 2023 | $1,881,701 | +1.9% | 21,439 | -4.4% | 0.22% | -0.5% |
| Q4 2022 | $1,846,355 | +13.3% | 22,429 | +4.4% | 0.22% | +2.4% |
| Q3 2022 | $1,630,000 | -6.1% | 21,477 | -0.2% | 0.21% | +1.0% |
| Q2 2022 | $1,736,000 | -13.0% | 21,517 | +4.4% | 0.21% | +5.0% |
| Q1 2022 | $1,996,000 | +22.0% | 20,610 | +33.8% | 0.20% | +27.4% |
| Q4 2021 | $1,636,000 | +24.9% | 15,399 | +12.8% | 0.16% | +16.3% |
| Q3 2021 | $1,310,000 | +56.1% | 13,656 | +55.5% | 0.14% | +57.0% |
| Q2 2021 | $839,000 | +1018.7% | 8,782 | +1103.0% | 0.09% | +760.0% |
| Q4 2018 | $75,000 | -13.8% | 730 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $87,000 | +6.1% | 730 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $82,000 | +1.2% | 730 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $81,000 | 0.0% | 730 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $81,000 | +6.6% | 730 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $76,000 | +1.3% | 730 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $75,000 | +4.2% | 730 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $72,000 | +7.5% | 730 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $67,000 | +219.0% | 730 | +217.4% | 0.01% | +200.0% |
| Q3 2016 | $21,000 | +5.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $20,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $20,000 | +5.3% | 230 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $19,000 | +5.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $18,000 | -10.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $20,000 | +100.0% | 230 | +100.0% | 0.00% | +50.0% |
| Q1 2015 | $10,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | +11.1% | 115 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $9,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $9,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $9,000 | +125.0% | 115 | +130.0% | 0.00% | +100.0% |
| Q4 2013 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,000 | – | 50 | – | 0.00% | – |
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% |