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 | $224,925 | -3.9% | 2,500 | 0.0% | 0.05% | +14.0% |
| Q2 2023 | $234,100 | +6.7% | 2,500 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $219,425 | +6.6% | 2,500 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $205,800 | +1.9% | 2,500 | 0.0% | 0.04% | +4.9% |
| Q2 2022 | $202,000 | -16.5% | 2,500 | 0.0% | 0.04% | +2.5% |
| Q1 2022 | $242,000 | -9.0% | 2,500 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $266,000 | +10.8% | 2,500 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $240,000 | +0.4% | 2,500 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $239,000 | -2.8% | 2,500 | -10.7% | 0.04% | -16.3% |
| Q1 2021 | $246,000 | +19.4% | 2,800 | +12.0% | 0.05% | +14.0% |
| Q4 2020 | $206,000 | +12.0% | 2,500 | +100.0% | 0.04% | +2.4% |
| Q3 2020 | $184,000 | +9.5% | 1,250 | 0.0% | 0.04% | +7.7% |
| Q2 2020 | $168,000 | +22.6% | 1,250 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $137,000 | -18.5% | 1,250 | 0.0% | 0.04% | -4.9% |
| Q4 2019 | $168,000 | – | 1,250 | – | 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% |