ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,799,400 | +63.2% | 20,000 | +69.9% | 0.05% | +66.7% |
| Q2 2023 | $1,102,330 | +6.7% | 11,772 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $1,033,228 | +6.6% | 11,772 | 0.0% | 0.03% | -3.1% |
| Q4 2022 | $969,071 | +8.4% | 11,772 | 0.0% | 0.03% | -5.9% |
| Q3 2022 | $894,000 | -5.9% | 11,772 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $950,000 | -16.7% | 11,772 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $1,140,000 | -8.9% | 11,772 | 0.0% | 0.04% | -9.8% |
| Q4 2021 | $1,251,000 | +10.7% | 11,772 | 0.0% | 0.04% | -6.8% |
| Q3 2021 | $1,130,000 | +0.4% | 11,772 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $1,125,000 | +8.8% | 11,772 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $1,034,000 | +6.7% | 11,772 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $969,000 | +11.9% | 11,772 | +100.0% | 0.04% | 0.0% |
| Q3 2020 | $866,000 | +10.0% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $787,000 | +21.8% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $646,000 | -18.1% | 5,886 | 0.0% | 0.04% | +2.3% |
| Q4 2019 | $789,000 | +8.4% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $728,000 | +1.5% | 5,886 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $717,000 | +3.0% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $696,000 | +14.7% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $607,000 | -13.7% | 5,886 | 0.0% | 0.04% | +2.3% |
| Q3 2018 | $703,000 | +5.9% | 5,886 | 0.0% | 0.04% | -10.2% |
| Q2 2018 | $664,000 | +1.8% | 5,886 | 0.0% | 0.05% | +8.9% |
| Q1 2018 | $652,000 | -0.3% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $654,000 | +6.3% | 5,886 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $615,000 | +2.2% | 5,886 | 0.0% | 0.04% | -4.3% |
| Q2 2017 | $602,000 | +4.2% | 5,886 | 0.0% | 0.05% | +2.2% |
| Q1 2017 | $578,000 | +6.6% | 5,886 | 0.0% | 0.05% | +2.2% |
| Q4 2016 | $542,000 | – | 5,886 | – | 0.04% | – |
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% |