ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 68 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,821,869 | -3.8% | 64,709 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $6,052,796 | +32.3% | 64,639 | +24.0% | 0.00% | 0.0% |
| Q1 2023 | $4,575,011 | +8.1% | 52,125 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $4,230,836 | +8.5% | 51,395 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,901,000 | -5.6% | 51,395 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $4,133,000 | -17.9% | 51,225 | -1.5% | 0.00% | 0.0% |
| Q1 2022 | $5,034,000 | -13.1% | 51,979 | -4.6% | 0.00% | 0.0% |
| Q4 2021 | $5,792,000 | +17.4% | 54,513 | +6.0% | 0.00% | 0.0% |
| Q3 2021 | $4,933,000 | +0.4% | 51,411 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,912,000 | +5.4% | 51,411 | -3.1% | 0.00% | 0.0% |
| Q1 2021 | $4,659,000 | +6.6% | 53,056 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,369,000 | +17.0% | 53,056 | +109.1% | 0.00% | 0.0% |
| Q3 2020 | $3,733,000 | +10.0% | 25,379 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,395,000 | +21.9% | 25,379 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,786,000 | -17.5% | 25,379 | +0.7% | 0.00% | 0.0% |
| Q4 2019 | $3,377,000 | +8.4% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,115,000 | +1.4% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,071,000 | +3.1% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,980,000 | +14.7% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,599,000 | -13.6% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,008,000 | +5.8% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,843,000 | +1.8% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,794,000 | -0.2% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,799,000 | +6.3% | 25,200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,633,000 | +312.1% | 25,200 | +303.2% | 0.00% | – |
| Q2 2017 | $639,000 | +4.1% | 6,250 | 0.0% | 0.00% | – |
| Q1 2017 | $614,000 | +6.8% | 6,250 | 0.0% | 0.00% | – |
| Q4 2016 | $575,000 | +1.1% | 6,250 | 0.0% | 0.00% | – |
| Q3 2016 | $569,000 | +5.4% | 6,250 | 0.0% | 0.00% | – |
| Q2 2016 | $540,000 | +1.5% | 6,250 | 0.0% | 0.00% | – |
| Q1 2016 | $532,000 | +2.1% | 6,250 | 0.0% | 0.00% | – |
| Q4 2015 | $521,000 | -58.0% | 6,250 | -60.3% | 0.00% | – |
| Q3 2015 | $1,241,000 | +346.4% | 15,750 | +301.3% | 0.00% | – |
| Q3 2013 | $278,000 | +4.5% | 3,925 | 0.0% | 0.00% | – |
| Q2 2013 | $266,000 | – | 3,925 | – | 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% |