ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,284 | -3.4% | 3,860 | +0.5% | 0.12% | +1.7% |
| Q2 2023 | $359,484 | +11.4% | 3,839 | +4.4% | 0.12% | +7.3% |
| Q1 2023 | $322,643 | +17.8% | 3,676 | +10.5% | 0.11% | +28.2% |
| Q4 2022 | $273,796 | -42.6% | 3,326 | -47.1% | 0.08% | -48.2% |
| Q3 2022 | $477,000 | +19.5% | 6,290 | +27.1% | 0.16% | -1.2% |
| Q2 2022 | $399,000 | -11.7% | 4,949 | +6.1% | 0.17% | -1.8% |
| Q1 2022 | $452,000 | -2.0% | 4,665 | 0.0% | 0.17% | +3.0% |
| Q4 2021 | $461,000 | +0.7% | 4,665 | -6.5% | 0.16% | -9.4% |
| Q1 2021 | $458,000 | +17.4% | 4,989 | +7.5% | 0.18% | +11.7% |
| Q4 2020 | $390,000 | – | 4,640 | – | 0.16% | – |
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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% |