ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,268 | +2.5% | 6,394 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $561,201 | 0.0% | 6,394 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $561,201 | +690.9% | 6,394 | +641.8% | 0.00% | – |
| Q4 2022 | $70,959 | +9.2% | 862 | 0.0% | 0.00% | – |
| Q3 2022 | $65,000 | -39.8% | 862 | -35.8% | 0.00% | -100.0% |
| Q2 2022 | $108,000 | +30.1% | 1,342 | +55.7% | 0.00% | – |
| Q1 2022 | $83,000 | -8.8% | 862 | 0.0% | 0.00% | – |
| Q4 2021 | $91,000 | +11.0% | 862 | 0.0% | 0.00% | – |
| Q3 2021 | $82,000 | – | 862 | +8520.0% | 0.00% | – |
| Q2 2016 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | -100.0% | 10 | -94.6% | 0.00% | – |
| Q2 2015 | $15,000 | – | 185 | – | 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% |