ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,803 | -19.2% | 2,115 | -11.3% | 0.06% | -11.0% |
| Q4 2021 | $253,392 | +10.7% | 2,385 | 0.0% | 0.07% | +4.3% |
| Q3 2021 | $228,828 | +0.4% | 2,385 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $227,849 | +8.8% | 2,385 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $209,438 | -8.7% | 2,385 | -14.4% | 0.07% | -30.7% |
| Q4 2020 | $229,305 | +11.9% | 2,785 | +99.9% | 0.10% | -1.0% |
| Q3 2020 | $204,876 | -2.7% | 1,393 | -11.4% | 0.10% | -30.1% |
| Q4 2019 | $210,622 | – | 1,572 | – | 0.15% | – |
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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% |