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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $326,000 | +54.5% | 3,256 | +35.3% | 0.08% | -80.8% |
| Q1 2021 | $211,000 | +50.7% | 2,407 | +152.8% | 0.41% | +192.1% |
| Q3 2020 | $140,000 | +10.2% | 952 | 0.0% | 0.14% | +12.1% |
| Q2 2020 | $127,000 | +56.8% | 952 | +23.3% | 0.12% | +20.4% |
| Q1 2020 | $81,000 | -22.1% | 772 | 0.0% | 0.10% | +1.0% |
| Q4 2019 | $104,000 | -30.7% | 772 | -72.8% | 0.10% | -35.0% |
| Q2 2019 | $150,000 | -39.5% | 2,840 | +35.4% | 0.16% | -39.1% |
| Q1 2019 | $248,000 | +14.8% | 2,098 | 0.0% | 0.26% | +12.7% |
| Q4 2018 | $216,000 | -13.6% | 2,098 | 0.0% | 0.23% | -5.0% |
| Q3 2018 | $250,000 | +66.7% | 2,098 | +58.2% | 0.24% | +60.7% |
| Q2 2018 | $150,000 | +13.6% | 1,326 | +11.2% | 0.15% | +31.6% |
| Q1 2018 | $132,000 | – | 1,192 | – | 0.11% | – |
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% |