ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $299,180 | +6.7% | 3,195 | 0.0% | 0.08% | -1.2% |
| Q1 2023 | $280,425 | +6.6% | 3,195 | 0.0% | 0.08% | -3.4% |
| Q4 2022 | $263,012 | +8.2% | 3,195 | 0.0% | 0.09% | +4.8% |
| Q3 2022 | $243,000 | -5.8% | 3,195 | 0.0% | 0.08% | +5.0% |
| Q2 2022 | $258,000 | -16.5% | 3,195 | 0.0% | 0.08% | -4.8% |
| Q1 2022 | $309,000 | -18.3% | 3,195 | -10.1% | 0.08% | -14.3% |
| Q4 2021 | $378,000 | +10.9% | 3,553 | 0.0% | 0.10% | -10.1% |
| Q3 2021 | $341,000 | +0.6% | 3,553 | 0.0% | 0.11% | -11.4% |
| Q2 2021 | $339,000 | +2.1% | 3,553 | -5.9% | 0.12% | -0.8% |
| Q1 2021 | $332,000 | +6.8% | 3,776 | 0.0% | 0.12% | -28.3% |
| Q4 2020 | $311,000 | – | 3,776 | – | 0.17% | – |
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% |