ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,187,514 | -5.2% | 13,199 | -1.4% | 0.02% | -5.6% |
| Q2 2023 | $1,252,997 | +2.0% | 13,381 | -4.4% | 0.02% | -10.0% |
| Q1 2023 | $1,228,780 | +15.5% | 14,000 | +8.3% | 0.02% | +5.3% |
| Q4 2022 | $1,064,151 | +10.7% | 12,927 | +2.1% | 0.02% | 0.0% |
| Q3 2022 | $961,000 | +6.8% | 12,657 | +13.5% | 0.02% | +11.8% |
| Q2 2022 | $900,000 | -8.6% | 11,156 | +9.7% | 0.02% | +6.2% |
| Q1 2022 | $985,000 | +3.8% | 10,167 | +13.8% | 0.02% | +6.7% |
| Q4 2021 | $949,000 | +25.4% | 8,933 | +13.2% | 0.02% | +15.4% |
| Q3 2021 | $757,000 | +5.1% | 7,890 | +4.6% | 0.01% | +8.3% |
| Q2 2021 | $720,000 | +28.8% | 7,540 | +18.6% | 0.01% | 0.0% |
| Q1 2021 | $559,000 | +24.8% | 6,360 | +17.0% | 0.01% | +20.0% |
| Q4 2020 | $448,000 | +27.3% | 5,438 | +127.1% | 0.01% | +11.1% |
| Q3 2020 | $352,000 | -10.7% | 2,395 | -18.7% | 0.01% | -18.2% |
| Q2 2020 | $394,000 | +45.9% | 2,946 | +19.6% | 0.01% | +10.0% |
| Q1 2020 | $270,000 | – | 2,464 | – | 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% |