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 | $714,751 | -2.8% | 7,944 | +1.1% | 0.03% | +3.8% |
| Q2 2023 | $735,479 | +4.8% | 7,854 | -1.7% | 0.03% | +13.0% |
| Q1 2023 | $701,508 | +2.3% | 7,992 | -4.0% | 0.02% | -8.0% |
| Q4 2022 | $685,486 | +5.3% | 8,327 | -2.9% | 0.02% | 0.0% |
| Q3 2022 | $651,000 | -18.2% | 8,572 | -13.1% | 0.02% | -10.7% |
| Q2 2022 | $796,000 | -59.7% | 9,867 | -51.6% | 0.03% | -52.5% |
| Q1 2022 | $1,976,000 | -1.0% | 20,404 | +8.7% | 0.06% | +5.4% |
| Q4 2021 | $1,995,000 | +16.9% | 18,776 | +5.6% | 0.06% | +9.8% |
| Q3 2021 | $1,707,000 | +18.3% | 17,785 | +17.7% | 0.05% | +18.6% |
| Q2 2021 | $1,443,000 | +26.2% | 15,106 | +16.1% | 0.04% | +16.2% |
| Q1 2021 | $1,143,000 | +62.4% | 13,015 | +52.2% | 0.04% | +54.2% |
| Q4 2020 | $704,000 | +29.7% | 8,552 | +131.8% | 0.02% | +14.3% |
| Q3 2020 | $543,000 | – | 3,689 | – | 0.02% | – |
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% |