ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,388 | -71.7% | 2,394 | -70.6% | 0.08% | -70.7% |
| Q2 2023 | $762,136 | +9.3% | 8,139 | +2.5% | 0.26% | +5.8% |
| Q1 2023 | $697,069 | +26.9% | 7,942 | +19.1% | 0.24% | +20.4% |
| Q4 2022 | $549,157 | +36.9% | 6,671 | +26.3% | 0.20% | +24.1% |
| Q3 2022 | $401,000 | -5.0% | 5,282 | +1.0% | 0.16% | +1.2% |
| Q2 2022 | $422,000 | -16.1% | 5,231 | +0.8% | 0.16% | -4.8% |
| Q1 2022 | $503,000 | -10.8% | 5,192 | -2.2% | 0.17% | -8.7% |
| Q4 2021 | $564,000 | +22.6% | 5,309 | +10.8% | 0.18% | +12.2% |
| Q3 2021 | $460,000 | -2.3% | 4,790 | -2.9% | 0.16% | 0.0% |
| Q2 2021 | $471,000 | +8.8% | 4,934 | 0.0% | 0.16% | +5.1% |
| Q1 2021 | $433,000 | +7.7% | 4,934 | +1.1% | 0.16% | +2.6% |
| Q4 2020 | $402,000 | +14.9% | 4,880 | +105.0% | 0.15% | +2.7% |
| Q3 2020 | $350,000 | -37.9% | 2,380 | -43.5% | 0.15% | -41.3% |
| Q2 2020 | $564,000 | – | 4,215 | – | 0.25% | – |
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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% |