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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,121 | -7.6% | 2,602 | -3.9% | 0.04% | -4.3% |
| Q2 2023 | $253,503 | +7.0% | 2,707 | +0.3% | 0.05% | +4.5% |
| Q1 2023 | $236,996 | +7.0% | 2,700 | +0.4% | 0.04% | 0.0% |
| Q4 2022 | $221,432 | +2.5% | 2,690 | -0.4% | 0.04% | -4.3% |
| Q3 2022 | $216,000 | -9.2% | 2,702 | -7.8% | 0.05% | -14.8% |
| Q2 2022 | $238,000 | -16.2% | 2,932 | -0.1% | 0.05% | -11.5% |
| Q1 2022 | $284,000 | -11.0% | 2,936 | -2.2% | 0.06% | -18.7% |
| Q4 2021 | $319,000 | -0.9% | 3,001 | -10.5% | 0.08% | -3.8% |
| Q3 2021 | $322,000 | +0.9% | 3,354 | +0.3% | 0.08% | -4.9% |
| Q2 2021 | $319,000 | +8.1% | 3,344 | -0.4% | 0.08% | -5.7% |
| Q1 2021 | $295,000 | +6.9% | 3,357 | +0.3% | 0.09% | -2.2% |
| Q4 2020 | $276,000 | +2.6% | 3,348 | +83.4% | 0.09% | +9.9% |
| Q3 2020 | $269,000 | +10.2% | 1,826 | +0.3% | 0.08% | 0.0% |
| Q2 2020 | $244,000 | – | 1,821 | – | 0.08% | – |
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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% |