ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $972,486 | -4.9% | 10,809 | -1.0% | 0.05% | +24.4% |
| Q2 2023 | $1,022,642 | -0.6% | 10,921 | -6.9% | 0.04% | -10.9% |
| Q1 2023 | $1,029,191 | +0.3% | 11,726 | -6.0% | 0.05% | -2.1% |
| Q4 2022 | $1,026,499 | +7.8% | 12,470 | -0.6% | 0.05% | +9.3% |
| Q3 2022 | $952,000 | -26.6% | 12,541 | -22.0% | 0.04% | -14.0% |
| Q2 2022 | $1,297,000 | -6.1% | 16,072 | +12.7% | 0.05% | -9.1% |
| Q1 2022 | $1,381,000 | +1.2% | 14,261 | +11.0% | 0.06% | -5.2% |
| Q4 2021 | $1,364,000 | +0.7% | 12,842 | -9.1% | 0.06% | -14.7% |
| Q3 2021 | $1,355,000 | -5.4% | 14,126 | -5.8% | 0.07% | -5.6% |
| Q2 2021 | $1,433,000 | +7.5% | 14,994 | -1.2% | 0.07% | -1.4% |
| Q1 2021 | $1,333,000 | -99.9% | 15,181 | +6.4% | 0.07% | +5.8% |
| Q4 2020 | $1,174,624,000 | +12.0% | 14,266 | +100.0% | 0.07% | +1.5% |
| Q3 2020 | $1,049,112,000 | +114682.5% | 7,132 | +4.4% | 0.07% | +518.2% |
| Q2 2020 | $914,000 | +22.7% | 6,830 | +0.6% | 0.01% | -31.2% |
| Q1 2020 | $745,000 | -11.6% | 6,787 | +7.9% | 0.02% | -5.9% |
| Q4 2019 | $843,000 | +8.5% | 6,290 | +0.0% | 0.02% | -10.5% |
| Q3 2019 | $777,000 | +13.8% | 6,289 | +12.2% | 0.02% | +11.8% |
| Q2 2019 | $683,000 | +4.1% | 5,605 | +1.0% | 0.02% | -56.4% |
| Q1 2019 | $656,000 | – | 5,547 | – | 0.04% | – |
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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% |