ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,652,929 | +1.0% | 18,372 | +5.1% | 0.37% | +6.4% |
| Q2 2023 | $1,637,108 | +6.0% | 17,483 | -0.6% | 0.34% | -3.4% |
| Q1 2023 | $1,543,787 | +4.5% | 17,589 | -2.0% | 0.36% | +5.6% |
| Q4 2022 | $1,477,891 | +6.2% | 17,953 | -2.0% | 0.34% | -25.7% |
| Q3 2022 | $1,391,000 | +0.2% | 18,327 | +6.5% | 0.46% | +22.3% |
| Q2 2022 | $1,388,000 | – | 17,206 | – | 0.37% | – |
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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% |