ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,853,177 | -6.2% | 20,598 | -2.4% | 0.02% | -5.9% |
| Q2 2023 | $1,975,490 | -1.0% | 21,097 | -7.2% | 0.02% | 0.0% |
| Q1 2023 | $1,994,515 | -16.3% | 22,725 | -21.5% | 0.02% | -22.7% |
| Q4 2022 | $2,382,582 | -3.1% | 28,943 | -10.6% | 0.02% | -55.1% |
| Q3 2022 | $2,458,000 | -39.2% | 32,384 | -35.4% | 0.05% | -23.4% |
| Q2 2022 | $4,045,000 | -33.4% | 50,135 | -20.1% | 0.06% | -26.4% |
| Q1 2022 | $6,076,000 | -23.1% | 62,743 | -15.6% | 0.09% | -23.0% |
| Q4 2021 | $7,899,000 | +68.8% | 74,346 | +52.4% | 0.11% | +52.7% |
| Q3 2021 | $4,679,000 | +217.9% | 48,769 | +216.6% | 0.07% | +208.3% |
| Q2 2021 | $1,472,000 | +23.0% | 15,404 | +13.0% | 0.02% | 0.0% |
| Q1 2021 | $1,197,000 | +19.6% | 13,634 | +12.1% | 0.02% | +20.0% |
| Q4 2020 | $1,001,000 | – | 12,157 | – | 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% |