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 | $640,221 | -7.5% | 7,116 | -3.7% | 0.60% | -4.3% |
| Q2 2023 | $691,900 | -13.3% | 7,389 | -18.7% | 0.63% | -15.5% |
| Q1 2023 | $797,859 | -0.9% | 9,090 | -7.1% | 0.75% | -7.1% |
| Q4 2022 | $805,330 | +33.3% | 9,783 | +23.0% | 0.80% | +16.8% |
| Q3 2022 | $604,000 | +8.8% | 7,952 | +15.7% | 0.69% | +11.1% |
| Q2 2022 | $555,000 | -4.6% | 6,874 | +14.3% | 0.62% | +14.0% |
| Q1 2022 | $582,000 | -6.0% | 6,012 | +3.2% | 0.54% | -6.0% |
| Q4 2021 | $619,000 | – | 5,828 | – | 0.58% | – |
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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% |