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 | $472,197 | -4.7% | 5,248 | -0.8% | 0.21% | +0.5% |
Q2 2023 | $495,298 | -20.1% | 5,289 | -25.1% | 0.21% | -26.8% |
Q1 2023 | $620,084 | +84.8% | 7,065 | +73.4% | 0.29% | +73.9% |
Q4 2022 | $335,476 | +66.1% | 4,075 | +94.9% | 0.16% | +58.7% |
Q1 2022 | $202,000 | -11.4% | 2,091 | -2.7% | 0.10% | -5.5% |
Q4 2021 | $228,000 | +10.7% | 2,149 | 0.0% | 0.11% | +0.9% |
Q3 2021 | $206,000 | -3.3% | 2,149 | -3.5% | 0.11% | -7.6% |
Q2 2021 | $213,000 | -9.0% | 2,227 | -21.7% | 0.12% | -17.5% |
Q4 2020 | $234,000 | +10.4% | 2,843 | +97.0% | 0.14% | -23.1% |
Q3 2020 | $212,000 | – | 1,443 | – | 0.19% | – |
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% |