ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,079,246 | -6.9% | 11,996 | -3.1% | 0.05% | -5.3% |
| Q2 2023 | $1,159,134 | +6.0% | 12,379 | -0.7% | 0.06% | -5.0% |
| Q1 2023 | $1,093,720 | -35.5% | 12,461 | -39.5% | 0.06% | -42.3% |
| Q4 2022 | $1,696,376 | +18.2% | 20,607 | +15.9% | 0.10% | +7.2% |
| Q3 2022 | $1,435,000 | 0.0% | 17,786 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $1,435,000 | -29.6% | 17,786 | -7.3% | 0.10% | -19.8% |
| Q4 2021 | $2,039,000 | +4.6% | 19,194 | -5.5% | 0.12% | +95.2% |
| Q3 2021 | $1,949,000 | +9.7% | 20,313 | +9.2% | 0.06% | +8.8% |
| Q2 2021 | $1,777,000 | +8.6% | 18,600 | -0.2% | 0.06% | -3.4% |
| Q1 2021 | $1,636,000 | – | 18,628 | – | 0.06% | – |
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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% |