ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,660 | -17.0% | 2,964 | -13.6% | 0.16% | -2.5% |
| Q2 2023 | $321,268 | +7.6% | 3,431 | +0.9% | 0.16% | -8.0% |
| Q1 2023 | $298,467 | +2.5% | 3,401 | -3.8% | 0.17% | +8.1% |
| Q4 2022 | $291,091 | +8.6% | 3,536 | +0.2% | 0.16% | -17.9% |
| Q3 2022 | $268,000 | -46.7% | 3,529 | -43.4% | 0.20% | -41.1% |
| Q2 2022 | $503,000 | -18.1% | 6,234 | -1.7% | 0.33% | -37.6% |
| Q1 2022 | $614,000 | -20.1% | 6,343 | -12.3% | 0.53% | +9.9% |
| Q4 2021 | $768,000 | +24.3% | 7,230 | +12.2% | 0.49% | -18.2% |
| Q3 2021 | $618,000 | +7.3% | 6,446 | +6.9% | 0.59% | +10.8% |
| Q2 2021 | $576,000 | +5.1% | 6,030 | -3.3% | 0.54% | -10.1% |
| Q1 2021 | $548,000 | +11.6% | 6,235 | +4.6% | 0.60% | -3.2% |
| Q4 2020 | $491,000 | – | 5,962 | – | 0.62% | – |
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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% |