ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,570,209 | -5.6% | 40,155 | -1.5% | 0.08% | +2.6% |
| Q2 2023 | $3,780,371 | +3.6% | 40,750 | -2.0% | 0.08% | +7.0% |
| Q1 2023 | $3,648,922 | -3.3% | 41,578 | -7.9% | 0.07% | -6.6% |
| Q4 2022 | $3,773,657 | -26.9% | 45,161 | -33.8% | 0.08% | -36.1% |
| Q3 2022 | $5,165,000 | -30.1% | 68,169 | -23.3% | 0.12% | -27.4% |
| Q2 2022 | $7,390,000 | -19.1% | 88,913 | -8.4% | 0.16% | -8.4% |
| Q1 2022 | $9,138,000 | -8.6% | 97,053 | +0.1% | 0.18% | +4.1% |
| Q4 2021 | $9,994,000 | +18.9% | 96,908 | +12.5% | 0.17% | +13.9% |
| Q3 2021 | $8,406,000 | +6.9% | 86,152 | +6.2% | 0.15% | +7.1% |
| Q2 2021 | $7,866,000 | +63.0% | 81,159 | +47.7% | 0.14% | -23.8% |
| Q1 2021 | $4,825,000 | +52.1% | 54,942 | +42.6% | 0.18% | +46.8% |
| Q4 2020 | $3,172,000 | +54.2% | 38,526 | +175.5% | 0.13% | +32.6% |
| Q3 2020 | $2,057,000 | +25.9% | 13,986 | +14.5% | 0.10% | -6.9% |
| Q2 2020 | $1,634,000 | – | 12,218 | – | 0.10% | – |
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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% |