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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,961 | -3.9% | 3,623 | +0.4% | 0.08% | 0.0% |
| Q2 2023 | $339,340 | +8.4% | 3,610 | +1.2% | 0.08% | +3.8% |
| Q1 2023 | $313,163 | -17.4% | 3,568 | -22.6% | 0.08% | -22.8% |
| Q4 2022 | $379,248 | +8.7% | 4,607 | +0.1% | 0.10% | +1.0% |
| Q3 2022 | $349,000 | -6.2% | 4,603 | -0.2% | 0.10% | -4.8% |
| Q2 2022 | $372,000 | -17.5% | 4,612 | -0.9% | 0.10% | -13.9% |
| Q1 2022 | $451,000 | -6.2% | 4,656 | +2.8% | 0.12% | -3.2% |
| Q4 2021 | $481,000 | +9.1% | 4,527 | -1.5% | 0.13% | +4.1% |
| Q3 2021 | $441,000 | +2.6% | 4,594 | +2.0% | 0.12% | +1.7% |
| Q2 2021 | $430,000 | +32.7% | 4,502 | +14.6% | 0.12% | +20.2% |
| Q1 2021 | $324,000 | +8.7% | 3,930 | +94.3% | 0.10% | -2.0% |
| Q4 2020 | $298,000 | 0.0% | 2,023 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $298,000 | +9.6% | 2,023 | -0.5% | 0.10% | +4.1% |
| Q2 2020 | $272,000 | +27.1% | 2,034 | +4.5% | 0.10% | +10.2% |
| Q1 2020 | $214,000 | -14.1% | 1,947 | +4.7% | 0.09% | -4.3% |
| Q4 2019 | $249,000 | +23.3% | 1,860 | +3.9% | 0.09% | +3.4% |
| Q2 2018 | $202,000 | -2.9% | 1,791 | -4.3% | 0.09% | -6.3% |
| Q1 2018 | $208,000 | -12.6% | 1,872 | -12.8% | 0.10% | -13.6% |
| Q4 2017 | $238,000 | +6.2% | 2,146 | 0.0% | 0.11% | +1.9% |
| Q3 2017 | $224,000 | +2.3% | 2,146 | 0.0% | 0.11% | -2.7% |
| Q2 2017 | $219,000 | +2.8% | 2,146 | -0.8% | 0.11% | 0.0% |
| Q1 2017 | $213,000 | – | 2,163 | – | 0.11% | – |
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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% |