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 | $217,792 | -3.1% | 2,421 | +0.9% | 0.00% | – |
| Q2 2023 | $224,716 | -60.4% | 2,400 | -62.9% | 0.00% | – |
| Q1 2023 | $568,104 | +190.5% | 6,472 | +172.5% | 0.00% | – |
| Q4 2022 | $195,536 | -22.1% | 2,375 | -28.1% | 0.00% | – |
| Q3 2022 | $251,000 | +4.6% | 3,304 | +11.3% | 0.00% | – |
| Q2 2022 | $240,000 | -20.3% | 2,969 | -4.5% | 0.00% | – |
| Q1 2022 | $301,000 | +49.0% | 3,108 | +63.7% | 0.00% | – |
| Q4 2021 | $202,000 | +75.7% | 1,899 | +58.2% | 0.00% | – |
| Q3 2021 | $115,000 | +130.0% | 1,200 | +129.0% | 0.00% | – |
| Q2 2021 | $50,000 | +19.0% | 524 | +9.2% | 0.00% | – |
| Q1 2021 | $42,000 | +44.8% | 480 | +34.8% | 0.00% | – |
| Q4 2020 | $29,000 | +11.5% | 356 | +101.1% | 0.00% | – |
| Q3 2020 | $26,000 | +8.3% | 177 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | +4.3% | 177 | -13.7% | 0.00% | – |
| Q1 2020 | $23,000 | -17.9% | 205 | -0.5% | 0.00% | – |
| Q4 2019 | $28,000 | +47.4% | 206 | +36.4% | 0.00% | – |
| Q3 2019 | $19,000 | – | 151 | – | 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% |