ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,006,601 | -22.4% | 22,303 | -19.2% | 0.60% | -18.8% |
| Q2 2023 | $2,585,681 | +5.7% | 27,613 | -0.9% | 0.74% | +0.8% |
| Q1 2023 | $2,445,536 | +93598.7% | 27,863 | -12.1% | 0.73% | -6.6% |
| Q4 2022 | $2,610 | -99.9% | 31,703 | -15.1% | 0.79% | -11.3% |
| Q3 2022 | $2,835,000 | -5.9% | 37,348 | -0.0% | 0.89% | +1.6% |
| Q2 2022 | $3,014,000 | -25.8% | 37,358 | -11.0% | 0.87% | -11.7% |
| Q1 2022 | $4,064,000 | -10.1% | 41,968 | -1.4% | 0.99% | -10.0% |
| Q4 2021 | $4,520,000 | +24.9% | 42,548 | +12.3% | 1.10% | +13.5% |
| Q3 2021 | $3,619,000 | 0.0% | 37,879 | 0.0% | 0.97% | 0.0% |
| Q2 2021 | $3,619,000 | – | 37,879 | – | 0.97% | – |
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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% |