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 | $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% | – |
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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% |