ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,691 | -3.9% | 6,621 | 0.0% | 0.17% | -10.2% |
| Q2 2023 | $619,991 | +6.7% | 6,621 | 0.0% | 0.19% | +3.3% |
| Q1 2023 | $581,125 | +6.6% | 6,621 | 0.0% | 0.18% | +1.1% |
| Q4 2022 | $545,041 | +8.4% | 6,621 | 0.0% | 0.18% | 0.0% |
| Q3 2022 | $503,000 | -5.8% | 6,621 | 0.0% | 0.18% | -2.7% |
| Q2 2022 | $534,000 | -3.6% | 6,621 | +15.8% | 0.18% | +13.0% |
| Q1 2022 | $554,000 | -2.6% | 5,719 | 0.0% | 0.16% | +8.0% |
| Q4 2021 | $569,000 | +3.6% | 5,719 | 0.0% | 0.15% | -10.2% |
| Q3 2021 | $549,000 | +0.5% | 5,719 | 0.0% | 0.17% | -1.8% |
| Q2 2021 | $546,000 | +8.8% | 5,719 | 0.0% | 0.17% | +2.4% |
| Q1 2021 | $502,000 | +12.6% | 5,719 | +11.2% | 0.17% | +11.4% |
| Q4 2020 | $446,000 | -41.0% | 5,142 | 0.0% | 0.15% | -5.7% |
| Q3 2020 | $756,000 | +9.9% | 5,142 | 0.0% | 0.16% | +6.0% |
| Q2 2020 | $688,000 | +22.0% | 5,142 | 0.0% | 0.15% | +4.2% |
| Q1 2020 | $564,000 | +63.5% | 5,142 | +100.0% | 0.14% | +2.1% |
| Q4 2019 | $345,000 | -38.6% | 2,571 | -43.4% | 0.14% | +18.6% |
| Q3 2019 | $562,000 | +0.7% | 4,542 | 0.0% | 0.12% | +2.6% |
| Q2 2019 | $558,000 | +107.4% | 4,542 | +100.0% | 0.12% | +2.7% |
| Q1 2019 | $269,000 | -42.5% | 2,271 | -50.0% | 0.11% | +2.8% |
| Q4 2018 | $468,000 | +99.1% | 4,542 | +130.9% | 0.11% | +13.5% |
| Q3 2018 | $235,000 | +5.9% | 1,967 | 0.0% | 0.10% | -1.0% |
| Q2 2018 | $222,000 | -49.1% | 1,967 | -50.0% | 0.10% | -1.0% |
| Q1 2018 | $436,000 | +100.0% | 3,934 | +100.0% | 0.10% | 0.0% |
| Q4 2017 | $218,000 | – | 1,967 | – | 0.10% | – |
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% |