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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $447,095 | -0.4% | 5,094 | -6.6% | 0.02% | -11.1% |
| Q4 2022 | $449,090 | +4.0% | 5,455 | -4.2% | 0.03% | -6.9% |
| Q3 2022 | $432,000 | -12.6% | 5,693 | -6.9% | 0.03% | -12.1% |
| Q2 2022 | $494,000 | -18.6% | 6,116 | -2.4% | 0.03% | -10.8% |
| Q1 2022 | $607,000 | -11.3% | 6,266 | -2.7% | 0.04% | -14.0% |
| Q4 2021 | $684,000 | +7.9% | 6,438 | -2.6% | 0.04% | 0.0% |
| Q3 2021 | $634,000 | +2.6% | 6,610 | +2.2% | 0.04% | -2.3% |
| Q2 2021 | $618,000 | +8.8% | 6,469 | -0.1% | 0.04% | -10.2% |
| Q1 2021 | $568,000 | +10.9% | 6,473 | +4.1% | 0.05% | +6.5% |
| Q4 2020 | $512,000 | -37.2% | 6,220 | -2.6% | 0.05% | -16.4% |
| Q3 2020 | $815,000 | +112.2% | 6,383 | +122.3% | 0.06% | +10.0% |
| Q2 2020 | $384,000 | +5.8% | 2,871 | -13.2% | 0.05% | -21.9% |
| Q1 2020 | $363,000 | – | 3,309 | – | 0.06% | – |
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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% |