ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 247 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $177,311 | +20.2% | 2,336 | +27.8% | 0.01% | +33.3% |
| Q2 2022 | $147,539 | -30.3% | 1,828 | -16.4% | 0.01% | -14.3% |
| Q1 2022 | $211,789 | -13.1% | 2,187 | -4.7% | 0.01% | -12.5% |
| Q4 2021 | $243,737 | -16.8% | 2,294 | -24.9% | 0.01% | -27.3% |
| Q3 2021 | $292,989 | +29.3% | 3,054 | +28.8% | 0.01% | +22.2% |
| Q2 2021 | $226,546 | +23.5% | 2,371 | +13.5% | 0.01% | +12.5% |
| Q1 2021 | $183,456 | +313.6% | 2,089 | +287.6% | 0.01% | +300.0% |
| Q4 2020 | $44,354 | +12.0% | 539 | +100.4% | 0.00% | 0.0% |
| Q3 2020 | $39,605 | +10.0% | 269 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $36,006 | +21.9% | 269 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,538 | +267.3% | 269 | +348.3% | 0.00% | +100.0% |
| Q4 2019 | $8,041 | +8.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,417 | -49.3% | 60 | -50.0% | 0.00% | 0.0% |
| Q2 2019 | $14,624 | +3.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,190 | -2.4% | 120 | -14.9% | 0.00% | -50.0% |
| Q4 2018 | $14,543 | +103.1% | 141 | +135.0% | 0.00% | +100.0% |
| Q3 2018 | $7,162 | +5.8% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,768 | +1.8% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,651 | -0.2% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,664 | – | 60 | – | 0.00% | – |
Download | ||||||
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% |