ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 88 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,187 | -3.9% | 2,458 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $230,210 | -4.9% | 2,458 | -0.0% | 0.01% | -92.2% |
| Q1 2017 | $242,000 | +7.1% | 2,459 | 0.0% | 0.14% | -3.4% |
| Q4 2016 | $226,000 | +0.9% | 2,459 | 0.0% | 0.15% | +0.7% |
| Q3 2016 | $224,000 | +5.2% | 2,459 | 0.0% | 0.14% | +1.4% |
| Q2 2016 | $213,000 | +1.9% | 2,459 | 0.0% | 0.14% | -4.7% |
| Q1 2016 | $209,000 | +2.0% | 2,459 | 0.0% | 0.15% | +7.9% |
| Q4 2015 | $205,000 | -1.9% | 2,459 | 0.0% | 0.14% | +10.3% |
| Q2 2015 | $209,000 | -0.9% | 2,459 | 0.0% | 0.13% | +0.8% |
| Q1 2015 | $211,000 | -0.5% | 2,459 | 0.0% | 0.12% | -6.0% |
| Q4 2014 | $212,000 | – | 2,459 | – | 0.13% | – |
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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% |