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 | $814,780 | -4.8% | 9,056 | -0.9% | 0.03% | 0.0% |
| Q2 2023 | $855,876 | +3.8% | 9,140 | -2.7% | 0.03% | -5.9% |
| Q1 2023 | $824,492 | -7.9% | 9,394 | -13.6% | 0.03% | -15.0% |
| Q4 2022 | $895,131 | +0.4% | 10,874 | -7.5% | 0.04% | -13.0% |
| Q3 2022 | $892,000 | +6.2% | 11,756 | +12.9% | 0.05% | -17.9% |
| Q2 2022 | $840,000 | -20.2% | 10,411 | -4.2% | 0.06% | -5.1% |
| Q1 2022 | $1,052,000 | -86.0% | 10,867 | -84.6% | 0.06% | -85.1% |
| Q4 2021 | $7,503,000 | +315.4% | 70,620 | +275.3% | 0.40% | +271.0% |
| Q3 2021 | $1,806,000 | +8.5% | 18,819 | +8.0% | 0.11% | +8.1% |
| Q2 2021 | $1,665,000 | +9.3% | 17,431 | +0.5% | 0.10% | -4.8% |
| Q1 2021 | $1,524,000 | +8.7% | 17,350 | +1.9% | 0.10% | 0.0% |
| Q4 2020 | $1,402,000 | +28.6% | 17,032 | +129.8% | 0.10% | +9.5% |
| Q3 2020 | $1,090,000 | +4.0% | 7,412 | -5.4% | 0.10% | -7.8% |
| Q2 2020 | $1,048,000 | – | 7,834 | – | 0.10% | – |
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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% |