ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,883 | +6.6% | 124,000 | 0.0% | 1.50% | +18.1% |
| Q4 2022 | $10,208 | -99.9% | 124,000 | 0.0% | 1.27% | +7.4% |
| Q3 2022 | $9,413,000 | -5.9% | 124,000 | 0.0% | 1.18% | -5.0% |
| Q2 2022 | $10,006,000 | -16.7% | 124,000 | 0.0% | 1.25% | -0.3% |
| Q1 2022 | $12,008,000 | -8.9% | 124,000 | 0.0% | 1.25% | -5.5% |
| Q4 2021 | $13,175,000 | +10.7% | 124,000 | 0.0% | 1.32% | +6.4% |
| Q3 2021 | $11,898,000 | +0.2% | 124,000 | +221.1% | 1.24% | -7.4% |
| Q2 2021 | $11,874,000 | +255.8% | 38,621 | +1.6% | 1.34% | +216.7% |
| Q1 2021 | $3,337,000 | +6.6% | 38,000 | 0.0% | 0.42% | -2.1% |
| Q4 2020 | $3,129,000 | -83.5% | 38,000 | +1259.6% | 0.43% | -51.1% |
| Q3 2020 | $19,000,000 | – | 2,795 | – | 0.89% | – |
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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% |