ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,255,176 | -8.3% | 13,951 | -4.5% | 0.09% | -5.1% |
| Q2 2023 | $1,368,571 | -2.2% | 14,615 | -8.3% | 0.10% | -2.0% |
| Q1 2023 | $1,398,822 | +4.2% | 15,937 | -2.3% | 0.10% | -2.9% |
| Q4 2022 | $1,342,571 | +11.9% | 16,309 | +3.2% | 0.10% | +3.0% |
| Q3 2022 | $1,200,000 | -6.7% | 15,804 | -0.8% | 0.10% | -2.9% |
| Q2 2022 | $1,286,000 | -16.6% | 15,939 | +0.1% | 0.10% | 0.0% |
| Q1 2022 | $1,542,000 | -9.0% | 15,925 | -0.1% | 0.10% | -6.4% |
| Q4 2021 | $1,694,000 | +55.0% | 15,941 | +39.4% | 0.11% | +27.9% |
| Q2 2021 | $1,093,000 | +62.9% | 11,437 | +49.7% | 0.09% | +32.3% |
| Q1 2021 | $671,000 | +72.1% | 7,641 | +61.2% | 0.06% | +58.5% |
| Q4 2020 | $390,000 | – | 4,741 | – | 0.04% | – |
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% |