ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,552 | -5.0% | 5,608 | -1.2% | 0.34% | -6.1% |
| Q2 2023 | $531,313 | +105528.8% | 5,674 | -1.0% | 0.36% | -0.6% |
| Q1 2023 | $503 | +4.1% | 5,730 | -2.3% | 0.36% | -7.7% |
| Q4 2022 | $483 | -99.9% | 5,865 | -3.4% | 0.39% | -10.8% |
| Q3 2022 | $461,000 | -16.6% | 6,072 | -11.4% | 0.44% | -14.0% |
| Q2 2022 | $553,000 | +17.9% | 6,852 | +41.5% | 0.51% | +30.9% |
| Q1 2022 | $469,000 | -15.2% | 4,841 | -7.0% | 0.39% | -2.0% |
| Q4 2021 | $553,000 | +5.7% | 5,208 | -4.4% | 0.40% | -5.3% |
| Q3 2021 | $523,000 | -0.9% | 5,449 | -1.5% | 0.42% | -7.5% |
| Q2 2021 | $528,000 | +8.6% | 5,531 | 0.0% | 0.45% | -2.6% |
| Q1 2021 | $486,000 | – | 5,531 | – | 0.46% | – |
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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% |