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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,924,068 | -10.9% | 32,500 | -7.2% | 0.67% | -9.5% |
| Q2 2023 | $3,279,967 | +8.6% | 35,027 | +1.8% | 0.74% | 0.0% |
| Q1 2023 | $3,019,644 | +6.8% | 34,404 | +0.1% | 0.74% | -8.8% |
| Q4 2022 | $2,828,294 | +15.1% | 34,357 | +6.1% | 0.81% | -8.9% |
| Q3 2022 | $2,457,000 | -0.2% | 32,373 | +6.0% | 0.89% | -3.4% |
| Q2 2022 | $2,463,000 | +103.4% | 30,527 | +138.6% | 0.92% | +131.2% |
| Q1 2022 | $1,211,000 | +1.4% | 12,794 | +3.5% | 0.40% | -8.3% |
| Q4 2021 | $1,194,000 | +0.9% | 12,360 | +0.3% | 0.43% | -5.9% |
| Q3 2021 | $1,183,000 | +4.2% | 12,328 | +3.8% | 0.46% | -1.3% |
| Q2 2021 | $1,135,000 | +3.5% | 11,877 | +0.2% | 0.47% | -3.7% |
| Q1 2021 | $1,097,000 | +12.7% | 11,854 | +0.3% | 0.48% | -7.3% |
| Q4 2020 | $973,000 | +7.5% | 11,823 | +100.6% | 0.52% | -10.5% |
| Q3 2020 | $905,000 | +23.6% | 5,894 | +7.7% | 0.58% | -0.2% |
| Q2 2020 | $732,000 | – | 5,471 | – | 0.58% | – |
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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% |