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 | $572,480 | -3.9% | 6,363 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $595,832 | +75.1% | 6,363 | +64.2% | 0.01% | -15.4% |
| Q1 2023 | $340,197 | +6.6% | 3,876 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $319,072 | +10.0% | 3,876 | +1.3% | 0.01% | -13.3% |
| Q3 2022 | $290,000 | -33.2% | 3,826 | -28.9% | 0.02% | -28.6% |
| Q2 2022 | $434,000 | +17.0% | 5,382 | +40.7% | 0.02% | +31.2% |
| Q1 2022 | $371,000 | -7.7% | 3,826 | +1.1% | 0.02% | +6.7% |
| Q4 2021 | $402,000 | +13.9% | 3,786 | +3.0% | 0.02% | -16.7% |
| Q3 2021 | $353,000 | +0.6% | 3,676 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $351,000 | +4.8% | 3,676 | -3.6% | 0.02% | -13.6% |
| Q1 2021 | $335,000 | +10.6% | 3,813 | +3.7% | 0.02% | -8.3% |
| Q4 2020 | $303,000 | +11.8% | 3,676 | +100.0% | 0.02% | -40.0% |
| Q3 2020 | $271,000 | +10.2% | 1,838 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $246,000 | +21.8% | 1,838 | 0.0% | 0.04% | -7.1% |
| Q1 2020 | $202,000 | -17.9% | 1,838 | 0.0% | 0.04% | +10.5% |
| Q4 2019 | $246,000 | +8.4% | 1,838 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $227,000 | +4.6% | 1,838 | 0.0% | 0.04% | -7.3% |
| Q1 2019 | $217,000 | -56.1% | 1,838 | -71.0% | 0.04% | -79.1% |
| Q1 2014 | $494,000 | +1.6% | 6,328 | 0.0% | 0.20% | +5.9% |
| Q4 2013 | $486,000 | +8.5% | 6,328 | 0.0% | 0.18% | -14.0% |
| Q3 2013 | $448,000 | +4.7% | 6,328 | 0.0% | 0.22% | -2.3% |
| Q2 2013 | $428,000 | – | 6,328 | – | 0.22% | – |
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% |