ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,891,683 | -3.5% | 32,000 | 0.0% | 1.46% | +1.8% |
| Q2 2023 | $2,996,480 | +6.7% | 32,000 | 0.0% | 1.43% | +8.6% |
| Q1 2023 | $2,808,640 | +6.6% | 32,000 | 0.0% | 1.32% | +3.9% |
| Q4 2022 | $2,634,240 | +8.4% | 32,000 | 0.0% | 1.27% | +3.3% |
| Q3 2022 | $2,429,000 | -5.9% | 32,000 | 0.0% | 1.23% | +1.0% |
| Q2 2022 | $2,582,000 | -16.7% | 32,000 | 0.0% | 1.22% | +0.7% |
| Q1 2022 | $3,099,000 | -8.9% | 32,000 | 0.0% | 1.21% | -9.2% |
| Q4 2021 | $3,400,000 | +10.7% | 32,000 | 0.0% | 1.33% | -3.6% |
| Q3 2021 | $3,070,000 | +0.4% | 32,000 | 0.0% | 1.38% | -0.1% |
| Q2 2021 | $3,057,000 | +8.8% | 32,000 | 0.0% | 1.38% | -4.3% |
| Q1 2021 | $2,810,000 | +6.6% | 32,000 | 0.0% | 1.44% | -3.1% |
| Q4 2020 | $2,635,000 | +12.0% | 32,000 | +100.0% | 1.49% | -0.7% |
| Q3 2020 | $2,353,000 | +10.0% | 16,000 | 0.0% | 1.50% | -2.0% |
| Q2 2020 | $2,140,000 | – | 16,000 | – | 1.53% | – |
Download | ||||||
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% |