ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,604 | -4.0% | 5,131 | -0.1% | 0.18% | +1.6% |
| Q2 2023 | $480,808 | +8.3% | 5,135 | +1.6% | 0.18% | +2.8% |
| Q1 2023 | $443,794 | +3.2% | 5,056 | +3.3% | 0.18% | -4.3% |
| Q4 2022 | $430,000 | +17.2% | 4,893 | +1.2% | 0.18% | +5.1% |
| Q3 2022 | $367,000 | -5.9% | 4,835 | 0.0% | 0.18% | -1.1% |
| Q2 2022 | $390,000 | -16.5% | 4,835 | +0.2% | 0.18% | +1.1% |
| Q1 2022 | $467,000 | -8.8% | 4,826 | +0.2% | 0.18% | -2.8% |
| Q4 2021 | $512,000 | +10.1% | 4,816 | -1.0% | 0.18% | -2.2% |
| Q2 2021 | $465,000 | +8.1% | 4,867 | -0.5% | 0.18% | 0.0% |
| Q1 2021 | $430,000 | +6.7% | 4,893 | 0.0% | 0.18% | -20.9% |
| Q4 2020 | $403,000 | +8.0% | 4,893 | +92.9% | 0.23% | -5.6% |
| Q3 2020 | $373,000 | +5.7% | 2,536 | -3.9% | 0.25% | -2.7% |
| Q2 2020 | $353,000 | +36.8% | 2,638 | +37.3% | 0.26% | +33.5% |
| Q1 2020 | $258,000 | 0.0% | 1,922 | 0.0% | 0.19% | +1.6% |
| Q4 2019 | $258,000 | – | 1,922 | – | 0.19% | – |
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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% |