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 | $6,138,478 | +13.6% | 67,930 | +17.8% | 0.41% | +8.4% |
| Q2 2023 | $5,401,979 | +100.8% | 57,689 | +88.2% | 0.38% | +84.5% |
| Q1 2023 | $2,690,160 | +4.2% | 30,650 | -2.2% | 0.21% | -17.5% |
| Q4 2022 | $2,580,908 | +50.1% | 31,352 | +38.4% | 0.25% | +40.2% |
| Q3 2022 | $1,719,000 | -15.9% | 22,647 | -10.6% | 0.18% | -7.3% |
| Q2 2022 | $2,044,000 | -10.0% | 25,339 | +8.1% | 0.19% | +1.0% |
| Q1 2022 | $2,270,000 | +387.1% | 23,441 | +434.2% | 0.19% | +389.7% |
| Q4 2021 | $466,000 | – | 4,388 | – | 0.04% | – |
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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% |