ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,139,323 | -3.5% | 12,608 | 0.0% | 0.12% | -5.5% |
| Q2 2023 | $1,180,613 | +6.7% | 12,608 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $1,106,604 | +5.9% | 12,608 | -0.7% | 0.13% | -3.1% |
| Q4 2022 | $1,044,888 | +8.4% | 12,693 | 0.0% | 0.13% | -11.6% |
| Q3 2022 | $964,000 | -5.9% | 12,693 | 0.0% | 0.15% | -8.1% |
| Q2 2022 | $1,024,000 | -17.0% | 12,693 | 0.0% | 0.16% | -12.6% |
| Q1 2022 | $1,233,000 | -8.6% | 12,693 | 0.0% | 0.18% | -9.9% |
| Q4 2021 | $1,349,000 | +10.8% | 12,693 | 0.0% | 0.20% | -4.2% |
| Q3 2021 | $1,218,000 | +0.4% | 12,693 | 0.0% | 0.21% | -9.8% |
| Q2 2021 | $1,213,000 | +20.9% | 12,693 | +11.1% | 0.24% | +14.1% |
| Q1 2021 | $1,003,000 | +33.9% | 11,425 | +25.6% | 0.21% | +16.4% |
| Q4 2020 | $749,000 | – | 9,095 | – | 0.18% | – |
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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% |