ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,526,209 | +6.4% | 15,998 | -2.5% | 1.06% | -0.4% |
| Q1 2023 | $1,434,431 | +9.9% | 16,401 | +6.2% | 1.06% | -4.3% |
| Q4 2022 | $1,305,047 | +26.1% | 15,448 | +13.0% | 1.11% | -5.0% |
| Q3 2022 | $1,035,000 | -11.5% | 13,666 | -2.8% | 1.17% | +18.7% |
| Q2 2022 | $1,169,000 | -2.4% | 14,066 | +11.8% | 0.98% | +7.3% |
| Q1 2022 | $1,198,000 | +7.3% | 12,587 | +13.3% | 0.92% | +26.3% |
| Q4 2021 | $1,117,000 | +19.6% | 11,113 | +20.6% | 0.73% | +21.8% |
| Q3 2021 | $934,000 | -9.0% | 9,215 | -12.1% | 0.60% | -3.6% |
| Q2 2021 | $1,026,000 | +29.5% | 10,484 | +22.5% | 0.62% | +25.1% |
| Q1 2021 | $792,000 | +43.5% | 8,561 | +27.8% | 0.49% | +28.6% |
| Q4 2020 | $552,000 | +20.0% | 6,701 | +114.4% | 0.38% | +18.5% |
| Q3 2020 | $460,000 | +48.4% | 3,126 | +34.9% | 0.32% | +26.6% |
| Q2 2020 | $310,000 | +13.1% | 2,317 | -7.3% | 0.26% | +0.8% |
| Q1 2020 | $274,000 | – | 2,500 | – | 0.25% | – |
Download | ||||||
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% |