ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,465,093 | -4.7% | 94,088 | -0.9% | 1.32% | -5.0% |
| Q2 2023 | $8,886,618 | +7.6% | 94,902 | +0.9% | 1.39% | -1.3% |
| Q1 2023 | $8,256,005 | +8.3% | 94,064 | +1.6% | 1.41% | +1.1% |
| Q4 2022 | $7,622,561 | +8.0% | 92,596 | -0.4% | 1.39% | -4.7% |
| Q3 2022 | $7,055,000 | +4.2% | 92,938 | +10.8% | 1.46% | +1.0% |
| Q2 2022 | $6,770,000 | +28.0% | 83,899 | +53.6% | 1.45% | +47.4% |
| Q1 2022 | $5,291,000 | +21.2% | 54,638 | +33.0% | 0.98% | +6.2% |
| Q4 2021 | $4,366,000 | – | 41,092 | – | 0.92% | – |
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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% |