ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253 | +12.9% | 2,807 | +17.3% | 0.00% | 0.0% |
| Q2 2023 | $224 | +7.2% | 2,392 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $209 | -44.7% | 2,387 | -48.0% | 0.00% | 0.0% |
| Q4 2022 | $378 | -99.9% | 4,593 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $349,000 | -46.1% | 4,602 | -42.7% | 0.00% | -50.0% |
| Q2 2022 | $648,000 | -13.5% | 8,030 | +3.8% | 0.00% | +100.0% |
| Q1 2022 | $749,000 | -6.1% | 7,737 | -7.3% | 0.00% | -50.0% |
| Q4 2021 | $798,000 | -6.4% | 8,349 | -6.1% | 0.00% | 0.0% |
| Q3 2021 | $853,000 | +6.9% | 8,892 | +6.5% | 0.00% | 0.0% |
| Q2 2021 | $798,000 | +11.8% | 8,349 | +2.6% | 0.00% | 0.0% |
| Q1 2021 | $714,000 | +20.0% | 8,135 | +12.6% | 0.00% | +100.0% |
| Q4 2020 | $595,000 | +19.2% | 7,225 | +113.1% | 0.00% | 0.0% |
| Q3 2020 | $499,000 | +131.0% | 3,390 | +72.5% | 0.00% | 0.0% |
| Q2 2020 | $216,000 | 0.0% | 1,965 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $216,000 | -10.4% | 1,965 | +9.2% | 0.00% | 0.0% |
| Q4 2019 | $241,000 | +19.9% | 1,799 | +10.5% | 0.00% | 0.0% |
| Q3 2019 | $201,000 | +109.4% | 1,628 | +77.1% | 0.00% | – |
| Q3 2017 | $96,000 | +2.1% | 919 | 0.0% | 0.00% | – |
| Q2 2017 | $94,000 | -4.1% | 919 | -12.5% | 0.00% | – |
| Q1 2017 | $98,000 | 0.0% | 1,050 | 0.0% | 0.00% | – |
| Q4 2016 | $98,000 | +3.2% | 1,050 | 0.0% | 0.00% | – |
| Q3 2016 | $95,000 | +3.3% | 1,050 | 0.0% | 0.00% | – |
| Q2 2016 | $92,000 | +3.4% | 1,050 | 0.0% | 0.00% | – |
| Q1 2016 | $89,000 | -14.4% | 1,050 | -16.0% | 0.00% | – |
| Q4 2015 | $104,000 | 0.0% | 1,250 | 0.0% | 0.00% | -100.0% |
| Q3 2015 | $104,000 | -1.9% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $106,000 | -1.9% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $108,000 | 0.0% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $108,000 | +5.9% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $102,000 | – | 1,250 | – | 0.00% | – |
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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% |