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 | $213,726 | -3.9% | 2,376 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $222,444 | +7.0% | 2,376 | +0.3% | 0.06% | -23.0% |
| Q1 2023 | $207,987 | +1.5% | 2,370 | -6.5% | 0.07% | -12.9% |
| Q2 2022 | $205,000 | -16.3% | 2,535 | +0.1% | 0.08% | -15.0% |
| Q1 2022 | $245,000 | -8.9% | 2,532 | +0.2% | 0.10% | -12.3% |
| Q4 2021 | $269,000 | +11.2% | 2,528 | +0.3% | 0.11% | -11.6% |
| Q3 2021 | $242,000 | -15.4% | 2,521 | -15.6% | 0.13% | -18.9% |
| Q2 2021 | $286,000 | +9.2% | 2,988 | +0.2% | 0.16% | -21.3% |
| Q1 2021 | $262,000 | +20.2% | 2,982 | +101.2% | 0.20% | +8.6% |
| Q4 2020 | $218,000 | – | 1,482 | – | 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% |