ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988,697 | -5.8% | 10,989 | -2.0% | 0.00% | 0.0% |
| Q2 2023 | $1,050,002 | -2.1% | 11,213 | -8.3% | 0.00% | -20.0% |
| Q1 2023 | $1,072,701 | +23.5% | 12,222 | +15.9% | 0.01% | +25.0% |
| Q4 2022 | $868,346 | -52.1% | 10,548 | -55.8% | 0.00% | -63.6% |
| Q3 2022 | $1,812,000 | -1.8% | 23,866 | +4.3% | 0.01% | -8.3% |
| Q2 2022 | $1,846,000 | +7.4% | 22,874 | +28.9% | 0.01% | +9.1% |
| Q1 2022 | $1,719,000 | -1.7% | 17,746 | +7.8% | 0.01% | -8.3% |
| Q4 2021 | $1,749,000 | +616.8% | 16,458 | +548.5% | 0.01% | +500.0% |
| Q3 2021 | $244,000 | +0.8% | 2,538 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $242,000 | +7.1% | 2,538 | -1.4% | 0.00% | 0.0% |
| Q1 2021 | $226,000 | -17.5% | 2,573 | -22.8% | 0.00% | -50.0% |
| Q4 2020 | $274,000 | +11.4% | 3,331 | +100.1% | 0.00% | 0.0% |
| Q3 2020 | $246,000 | -7.5% | 1,665 | -16.0% | 0.00% | 0.0% |
| Q2 2020 | $266,000 | +27.9% | 1,981 | +0.1% | 0.00% | -20.0% |
| Q1 2020 | $208,000 | -26.8% | 1,980 | -5.8% | 0.01% | +25.0% |
| Q4 2019 | $284,000 | +2.5% | 2,102 | -6.2% | 0.00% | -60.0% |
| Q3 2019 | $277,000 | -10.6% | 2,241 | -12.0% | 0.01% | -9.1% |
| Q2 2019 | $310,000 | +17.9% | 2,546 | +14.6% | 0.01% | 0.0% |
| Q1 2019 | $263,000 | +155.3% | 2,221 | +122.1% | 0.01% | +83.3% |
| Q4 2018 | $103,000 | -14.2% | 1,000 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $120,000 | +6.2% | 1,000 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $113,000 | +162.8% | 1,000 | +150.0% | 0.01% | +100.0% |
| Q1 2018 | $43,000 | -51.7% | 400 | -50.0% | 0.00% | -40.0% |
| Q4 2017 | $89,000 | -33.6% | 800 | -35.5% | 0.01% | -16.7% |
| Q3 2017 | $134,000 | – | 1,240 | – | 0.01% | – |
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% |