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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $251,000 | -15.5% | 2,592 | -7.4% | 0.11% | -5.8% |
| Q4 2021 | $297,000 | +18.3% | 2,799 | +6.9% | 0.12% | -3.2% |
| Q3 2021 | $251,000 | +5.0% | 2,619 | +4.5% | 0.12% | +2.5% |
| Q2 2021 | $239,000 | -12.8% | 2,506 | -19.8% | 0.12% | -20.4% |
| Q1 2021 | $274,000 | 0.0% | 3,124 | -6.0% | 0.15% | -5.6% |
| Q4 2020 | $274,000 | +13.2% | 3,324 | +102.2% | 0.16% | -3.0% |
| Q3 2020 | $242,000 | -28.2% | 1,644 | -34.8% | 0.17% | -30.3% |
| Q2 2020 | $337,000 | – | 2,521 | – | 0.24% | – |
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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% |