ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,374 | -3.9% | 1,182 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $110,713 | +7.9% | 1,182 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $102,605 | +13.1% | 1,169 | +6.1% | 0.01% | 0.0% |
| Q4 2022 | $90,683 | -26.9% | 1,102 | -32.6% | 0.01% | -25.0% |
| Q3 2022 | $124,000 | -6.1% | 1,636 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $132,000 | -16.5% | 1,636 | 0.0% | 0.01% | +30.0% |
| Q1 2022 | $158,000 | +61.2% | 1,636 | +76.7% | 0.01% | +66.7% |
| Q4 2021 | $98,000 | +16.7% | 926 | +5.2% | 0.01% | 0.0% |
| Q3 2021 | $84,000 | 0.0% | 880 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +9.1% | 880 | 0.0% | 0.01% | +20.0% |
| Q1 2021 | $77,000 | +6.9% | 880 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $72,000 | +2.9% | 880 | +85.7% | 0.01% | 0.0% |
| Q3 2020 | $70,000 | +9.4% | 474 | -0.8% | 0.01% | +20.0% |
| Q2 2020 | $64,000 | +25.5% | 478 | +3.5% | 0.01% | 0.0% |
| Q1 2020 | $51,000 | -28.2% | 462 | -12.5% | 0.01% | -16.7% |
| Q4 2019 | $71,000 | +9.2% | 528 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $65,000 | +490.9% | 528 | +500.0% | 0.01% | +500.0% |
| Q2 2019 | $11,000 | +10.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | -16.7% | 88 | -24.1% | 0.00% | -50.0% |
| Q4 2018 | $12,000 | – | 116 | – | 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% |