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 | $4,014,461 | -9.6% | 44,620 | -5.9% | 1.30% | -8.2% |
| Q2 2023 | $4,442,282 | +3.9% | 47,440 | -2.6% | 1.42% | -2.5% |
| Q1 2023 | $4,274,838 | +16.1% | 48,705 | +8.8% | 1.46% | +9.8% |
| Q4 2022 | $3,683,573 | +15.7% | 44,747 | +6.7% | 1.32% | +5.1% |
| Q3 2022 | $3,184,000 | -3.3% | 41,944 | +2.8% | 1.26% | -1.1% |
| Q2 2022 | $3,293,000 | -8.5% | 40,812 | +10.0% | 1.28% | +1.4% |
| Q1 2022 | $3,598,000 | -5.6% | 37,101 | +3.6% | 1.26% | -5.1% |
| Q4 2021 | $3,810,000 | – | 35,817 | – | 1.32% | – |
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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% |