ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 243 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $261,346 | -3.9% | 2,904 | -0.0% | 0.00% | 0.0% |
Q2 2023 | $272,006 | +17.1% | 2,905 | +9.8% | 0.00% | 0.0% |
Q1 2023 | $232,239 | +5.4% | 2,646 | -1.1% | 0.00% | 0.0% |
Q4 2022 | $220,288 | +340.6% | 2,676 | +619.4% | 0.00% | +200.0% |
Q2 2020 | $50,000 | -2.0% | 372 | -19.0% | 0.00% | 0.0% |
Q1 2020 | $51,000 | +45.7% | 459 | +76.5% | 0.00% | – |
Q4 2019 | $35,000 | +133.3% | 260 | +108.0% | 0.00% | – |
Q3 2019 | $15,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q2 2019 | $15,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q1 2019 | $15,000 | +36.4% | 125 | +22.5% | 0.00% | – |
Q4 2018 | $11,000 | -8.3% | 102 | 0.0% | 0.00% | – |
Q3 2018 | $12,000 | 0.0% | 102 | 0.0% | 0.00% | – |
Q2 2018 | $12,000 | +9.1% | 102 | 0.0% | 0.00% | – |
Q1 2018 | $11,000 | +10.0% | 102 | 0.0% | 0.00% | – |
Q2 2017 | $10,000 | -9.1% | 102 | -9.7% | 0.00% | – |
Q1 2017 | $11,000 | – | 113 | – | 0.00% | – |
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% |