ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 247 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $20,000 | -4.8% | 260 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $21,000 | -4.5% | 260 | +15.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 226 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 225 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $20,000 | +11.1% | 225 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 224 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -36.0% | 112 | -36.0% | 0.00% | -40.0% |
| Q2 2020 | $25,000 | +19.0% | 175 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $21,000 | -16.0% | 175 | -1.7% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | – | 178 | – | 0.01% | – |
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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% |