ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,476 | -0.7% | 6,130 | +3.4% | 0.23% | +2.7% |
| Q2 2023 | $555,243 | +6.7% | 5,930 | +0.0% | 0.22% | +7.2% |
| Q1 2023 | $520,366 | +4.3% | 5,929 | -2.2% | 0.21% | -0.5% |
| Q4 2022 | $498,977 | +13.1% | 6,061 | +11.0% | 0.21% | +10.6% |
| Q3 2022 | $441,000 | 0.0% | 5,462 | 0.0% | 0.19% | 0.0% |
| Q2 2022 | $441,000 | -15.5% | 5,462 | +1.4% | 0.19% | -3.6% |
| Q1 2022 | $522,000 | -11.2% | 5,386 | -2.7% | 0.20% | -11.0% |
| Q4 2021 | $588,000 | -20.3% | 5,536 | -28.0% | 0.22% | -20.7% |
| Q3 2021 | $738,000 | -9.2% | 7,692 | -9.6% | 0.28% | -6.8% |
| Q2 2021 | $813,000 | +16.3% | 8,511 | +6.9% | 0.30% | +3.9% |
| Q1 2021 | $699,000 | +74.3% | 7,958 | +63.6% | 0.28% | +61.9% |
| Q4 2020 | $401,000 | +735.4% | 4,865 | +1116.2% | 0.18% | +467.7% |
| Q1 2019 | $48,000 | +17.1% | 400 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $41,000 | – | 400 | – | 0.03% | – |
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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% |