ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,512 | -3.9% | 6,063 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $567,764 | +22.4% | 6,063 | +7.6% | 0.01% | 0.0% |
| Q1 2023 | $463,973 | 0.0% | 5,636 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $463,973 | +2.2% | 5,636 | -5.7% | 0.01% | -11.1% |
| Q3 2022 | $454,000 | -5.8% | 5,978 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $482,000 | -14.5% | 5,978 | +2.7% | 0.01% | -9.1% |
| Q1 2022 | $564,000 | -8.7% | 5,819 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $618,000 | +13.4% | 5,819 | +2.5% | 0.01% | +9.1% |
| Q3 2021 | $545,000 | +11.5% | 5,677 | +10.8% | 0.01% | -8.3% |
| Q2 2021 | $489,000 | +43.4% | 5,123 | +31.8% | 0.01% | -29.4% |
| Q1 2021 | $341,000 | +6.6% | 3,886 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $320,000 | +11.9% | 3,886 | +100.0% | 0.02% | -22.7% |
| Q3 2020 | $286,000 | +10.0% | 1,943 | 0.0% | 0.02% | -12.0% |
| Q2 2020 | $260,000 | +22.1% | 1,943 | 0.0% | 0.02% | +19.0% |
| Q1 2020 | $213,000 | -18.1% | 1,943 | 0.0% | 0.02% | -16.0% |
| Q4 2019 | $260,000 | +8.3% | 1,943 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $240,000 | +1.3% | 1,943 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $237,000 | +3.0% | 1,943 | 0.0% | 0.03% | -10.3% |
| Q1 2019 | $230,000 | – | 1,943 | – | 0.03% | – |
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% |