ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,626,000 | +32.2% | 15,302 | +19.4% | 0.11% | +11.5% |
| Q3 2021 | $1,230,000 | +302.0% | 12,815 | +300.6% | 0.10% | +284.0% |
| Q2 2021 | $306,000 | +148.8% | 3,199 | +128.7% | 0.02% | +127.3% |
| Q1 2021 | $123,000 | +4000.0% | 1,399 | +4271.9% | 0.01% | – |
| Q4 2020 | $3,000 | +50.0% | 32 | +100.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | -95.0% | 16 | -96.9% | 0.00% | -100.0% |
| Q3 2015 | $40,000 | -61.2% | 520 | -57.4% | 0.01% | -61.1% |
| Q2 2015 | $103,000 | -1.0% | 1,220 | 0.0% | 0.04% | +9.1% |
| Q1 2015 | $104,000 | -1.0% | 1,220 | 0.0% | 0.03% | -5.7% |
| Q4 2014 | $105,000 | +5.0% | 1,220 | 0.0% | 0.04% | +75.0% |
| Q3 2014 | $100,000 | – | 1,220 | – | 0.02% | – |
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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% |