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 | $11,911,007 | -4.4% | 132,394 | -0.5% | 0.03% | -3.0% |
| Q2 2023 | $12,453,921 | +111384.4% | 132,993 | +4.5% | 0.03% | +3.1% |
| Q1 2023 | $11,171 | +9.3% | 127,281 | +2.5% | 0.03% | -3.0% |
| Q4 2022 | $10,222 | -99.9% | 124,164 | +19.0% | 0.03% | +3.1% |
| Q3 2022 | $7,924,000 | -3.9% | 104,381 | +2.2% | 0.03% | -5.9% |
| Q2 2022 | $8,244,000 | -11.3% | 102,170 | +6.5% | 0.03% | -2.9% |
| Q1 2022 | $9,292,000 | -9.3% | 95,956 | -0.5% | 0.04% | -18.6% |
| Q4 2021 | $10,245,000 | +13.4% | 96,426 | +2.4% | 0.04% | -8.5% |
| Q3 2021 | $9,038,000 | +0.4% | 94,190 | 0.0% | 0.05% | -16.1% |
| Q2 2021 | $8,999,000 | +10.1% | 94,190 | +1.2% | 0.06% | -1.8% |
| Q1 2021 | $8,175,000 | +5.9% | 93,090 | -0.7% | 0.06% | -3.4% |
| Q4 2020 | $7,716,000 | +12.0% | 93,710 | +100.0% | 0.06% | -9.2% |
| Q3 2020 | $6,892,000 | +10.0% | 46,855 | 0.0% | 0.06% | +3.2% |
| Q2 2020 | $6,268,000 | +23.9% | 46,855 | +1.7% | 0.06% | 0.0% |
| Q1 2020 | $5,059,000 | -18.1% | 46,090 | 0.0% | 0.06% | -1.6% |
| Q4 2019 | $6,177,000 | +3.8% | 46,090 | -4.3% | 0.06% | -9.9% |
| Q3 2019 | $5,950,000 | +5.3% | 48,137 | +3.8% | 0.07% | +6.0% |
| Q2 2019 | $5,650,000 | +112900.0% | 46,357 | 0.0% | 0.07% | – |
| Q1 2019 | $5,000 | – | 46,357 | – | 0.00% | – |
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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% |