ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,897 | -3.9% | 3,111 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $291,314 | +6.7% | 3,111 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $273,052 | +6.6% | 3,111 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $256,098 | +11.3% | 3,111 | +29.6% | 0.04% | 0.0% |
| Q3 2022 | $230,000 | -8.7% | 2,400 | -23.3% | 0.04% | -2.8% |
| Q2 2022 | $252,000 | -21.7% | 3,128 | +3.3% | 0.04% | -25.0% |
| Q4 2021 | $322,000 | +40.0% | 3,028 | +26.2% | 0.05% | +37.1% |
| Q3 2021 | $230,000 | +0.4% | 2,400 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $229,000 | +8.5% | 2,400 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $211,000 | +6.6% | 2,400 | 0.0% | 0.03% | -5.7% |
| Q4 2020 | $198,000 | +11.9% | 2,400 | +100.0% | 0.04% | -2.8% |
| Q3 2020 | $177,000 | +9.9% | 1,200 | 0.0% | 0.04% | -5.3% |
| Q2 2020 | $161,000 | +22.0% | 1,200 | 0.0% | 0.04% | +8.6% |
| Q1 2020 | $132,000 | -18.0% | 1,200 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $161,000 | +8.8% | 1,200 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $148,000 | +1.4% | 1,200 | 0.0% | 0.04% | +8.3% |
| Q2 2019 | $146,000 | +2.8% | 1,200 | 0.0% | 0.04% | -7.7% |
| Q1 2019 | $142,000 | +14.5% | 1,200 | 0.0% | 0.04% | +8.3% |
| Q4 2018 | $124,000 | -13.3% | 1,200 | 0.0% | 0.04% | -5.3% |
| Q3 2018 | $143,000 | +1.4% | 1,200 | -4.0% | 0.04% | -5.0% |
| Q2 2018 | $141,000 | -18.0% | 1,250 | -19.4% | 0.04% | -31.0% |
| Q1 2018 | $172,000 | 0.0% | 1,550 | 0.0% | 0.06% | +34.9% |
| Q4 2017 | $172,000 | +6.2% | 1,550 | 0.0% | 0.04% | -21.8% |
| Q3 2017 | $162,000 | +1.9% | 1,550 | 0.0% | 0.06% | +1.9% |
| Q2 2017 | $159,000 | +4.6% | 1,550 | 0.0% | 0.05% | -5.3% |
| Q1 2017 | $152,000 | +5.6% | 1,550 | 0.0% | 0.06% | -32.9% |
| Q4 2016 | $144,000 | – | 1,550 | – | 0.08% | – |
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% |