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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,913,065 | -72.2% | 20,430 | -73.9% | 0.00% | -100.0% |
| Q1 2023 | $6,871,426 | +4.4% | 78,289 | -2.1% | 0.00% | 0.0% |
| Q4 2022 | $6,580,167 | +61.8% | 79,934 | +49.2% | 0.00% | 0.0% |
| Q3 2022 | $4,067,000 | -4.5% | 53,574 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $4,260,000 | +44.4% | 52,797 | +73.3% | 0.00% | 0.0% |
| Q1 2022 | $2,950,000 | -28.3% | 30,465 | -21.3% | 0.00% | 0.0% |
| Q4 2021 | $4,114,000 | +84.3% | 38,724 | +66.5% | 0.00% | – |
| Q3 2021 | $2,232,000 | -47.3% | 23,258 | -47.5% | 0.00% | -100.0% |
| Q2 2021 | $4,236,000 | +8.8% | 44,342 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,894,000 | +6.7% | 44,342 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,651,000 | +12.0% | 44,342 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $3,261,000 | -17.2% | 22,171 | -24.7% | 0.00% | 0.0% |
| Q2 2020 | $3,939,000 | +21.9% | 29,447 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,232,000 | -18.1% | 29,447 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,946,000 | +97.8% | 29,447 | +82.5% | 0.00% | 0.0% |
| Q3 2019 | $1,995,000 | -39.9% | 16,139 | -49.2% | 0.00% | 0.0% |
| Q3 2017 | $3,317,000 | +273.1% | 31,741 | +264.9% | 0.00% | – |
| Q2 2017 | $889,000 | -17.1% | 8,698 | -20.4% | 0.00% | – |
| Q1 2017 | $1,073,000 | +150.7% | 10,925 | +134.7% | 0.00% | – |
| Q4 2016 | $428,000 | +69.2% | 4,654 | +67.3% | 0.00% | – |
| Q3 2016 | $253,000 | -93.9% | 2,782 | -94.9% | 0.00% | -100.0% |
| Q4 2013 | $4,158,000 | +8.8% | 54,195 | +0.3% | 0.00% | 0.0% |
| Q3 2013 | $3,823,000 | +3.1% | 54,037 | -1.4% | 0.00% | 0.0% |
| Q2 2013 | $3,709,000 | +46.6% | 54,821 | +28.6% | 0.00% | 0.0% |
| Q4 2012 | $2,530,000 | -27.9% | 42,639 | -27.2% | 0.00% | 0.0% |
| Q3 2012 | $3,510,000 | +18.1% | 58,561 | +12.5% | 0.00% | 0.0% |
| Q2 2012 | $2,971,000 | -7.7% | 52,065 | -0.4% | 0.00% | -50.0% |
| Q1 2012 | $3,219,000 | – | 52,265 | – | 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% |