ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $225,736 | -3.9% | 2,509 | 0.0% | 0.06% | +1.6% |
Q2 2023 | $234,942 | -1.4% | 2,509 | -7.6% | 0.06% | -6.1% |
Q1 2023 | $238,384 | +31.0% | 2,716 | +22.8% | 0.07% | +22.2% |
Q4 2022 | $182,010 | +2.8% | 2,211 | -5.4% | 0.05% | -8.5% |
Q3 2022 | $177,000 | -15.3% | 2,337 | -9.8% | 0.06% | -13.2% |
Q2 2022 | $209,000 | -16.1% | 2,592 | +1.0% | 0.07% | -12.8% |
Q1 2022 | $249,000 | -1.2% | 2,567 | +8.3% | 0.08% | -3.7% |
Q4 2021 | $252,000 | +9.6% | 2,370 | -0.8% | 0.08% | -1.2% |
Q3 2021 | $230,000 | +0.4% | 2,390 | 0.0% | 0.08% | 0.0% |
Q2 2021 | $229,000 | +9.0% | 2,390 | 0.0% | 0.08% | +2.5% |
Q1 2021 | $210,000 | +6.6% | 2,390 | 0.0% | 0.08% | 0.0% |
Q4 2020 | $197,000 | +5.3% | 2,390 | +88.0% | 0.08% | -7.0% |
Q3 2020 | $187,000 | +9.4% | 1,271 | 0.0% | 0.09% | +3.6% |
Q2 2020 | $171,000 | +59.8% | 1,271 | +31.6% | 0.08% | +16.9% |
Q1 2020 | $107,000 | -0.9% | 966 | +20.4% | 0.07% | 0.0% |
Q4 2019 | $108,000 | – | 802 | – | 0.07% | – |
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% |