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 | $995,878 | +6.3% | 11,069 | +10.6% | 0.00% | – |
| Q2 2023 | $937,149 | +26.6% | 10,008 | +18.7% | 0.00% | – |
| Q1 2023 | $740,164 | -7.7% | 8,433 | -13.4% | 0.00% | – |
| Q4 2022 | $801,879 | +25.7% | 9,741 | +15.9% | 0.00% | – |
| Q3 2022 | $638,000 | +0.9% | 8,406 | +7.2% | 0.00% | – |
| Q2 2022 | $632,000 | -3.1% | 7,838 | +16.4% | 0.00% | – |
| Q1 2022 | $652,000 | +1.1% | 6,733 | +11.0% | 0.00% | – |
| Q4 2021 | $645,000 | +21.9% | 6,068 | +10.1% | 0.00% | – |
| Q3 2021 | $529,000 | +0.8% | 5,509 | +0.3% | 0.00% | – |
| Q2 2021 | $525,000 | +9.4% | 5,490 | +0.4% | 0.00% | – |
| Q1 2021 | $480,000 | +6.7% | 5,470 | 0.0% | 0.00% | – |
| Q4 2020 | $450,000 | +11.9% | 5,470 | +100.0% | 0.00% | – |
| Q3 2020 | $402,000 | +1048.6% | 2,735 | +994.0% | 0.00% | – |
| Q2 2020 | $35,000 | – | 250 | – | 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% |