ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331 | -36.2% | 3,684 | -33.5% | 0.07% | -35.6% |
| Q2 2023 | $519 | 0.0% | 5,543 | -6.3% | 0.10% | -1.9% |
| Q1 2023 | $519 | +6.6% | 5,915 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $487 | -99.9% | 5,915 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $449,000 | -26.8% | 5,915 | -22.2% | 0.11% | -23.2% |
| Q2 2022 | $613,000 | -16.7% | 7,600 | 0.0% | 0.14% | -2.1% |
| Q1 2022 | $736,000 | -8.9% | 7,600 | 0.0% | 0.14% | -3.4% |
| Q4 2021 | $808,000 | +10.8% | 7,600 | 0.0% | 0.15% | +5.0% |
| Q3 2021 | $729,000 | +0.4% | 7,600 | 0.0% | 0.14% | -3.5% |
| Q2 2021 | $726,000 | +8.8% | 7,600 | 0.0% | 0.14% | -2.0% |
| Q1 2021 | $667,000 | +6.5% | 7,600 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $626,000 | -3.2% | 7,600 | +72.7% | 0.15% | -16.5% |
| Q3 2020 | $647,000 | – | 4,400 | – | 0.18% | – |
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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% |