ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,754 | -3.9% | 2,876 | 0.0% | 0.04% | +10.5% |
| Q2 2023 | $269,309 | +6.7% | 2,876 | 0.0% | 0.04% | +2.7% |
| Q1 2023 | $252,427 | +6.6% | 2,876 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $236,752 | +8.6% | 2,876 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $218,000 | -2.7% | 2,876 | +3.7% | 0.04% | 0.0% |
| Q2 2022 | $224,000 | -16.7% | 2,774 | 0.0% | 0.04% | +2.7% |
| Q1 2022 | $269,000 | -8.8% | 2,774 | 0.0% | 0.04% | -5.1% |
| Q4 2021 | $295,000 | +12.6% | 2,774 | +1.7% | 0.04% | +5.4% |
| Q3 2021 | $262,000 | -0.4% | 2,727 | -0.8% | 0.04% | -5.1% |
| Q2 2021 | $263,000 | +9.1% | 2,748 | 0.0% | 0.04% | +5.4% |
| Q1 2021 | $241,000 | +6.6% | 2,748 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $226,000 | +11.9% | 2,748 | +100.0% | 0.04% | -9.5% |
| Q3 2020 | $202,000 | – | 1,374 | – | 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% |