ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,853,000 | -1.3% | 22,967 | +18.5% | 0.36% | +17.2% |
| Q1 2022 | $1,878,000 | +29.8% | 19,388 | +42.3% | 0.31% | +38.7% |
| Q4 2021 | $1,447,000 | +9.1% | 13,622 | -1.4% | 0.22% | +29.1% |
| Q3 2021 | $1,326,000 | +2.5% | 13,819 | +2.0% | 0.17% | -16.9% |
| Q2 2021 | $1,294,000 | +8.8% | 13,543 | +0.1% | 0.21% | -2.4% |
| Q1 2021 | $1,189,000 | +4.0% | 13,534 | -2.5% | 0.21% | -2.3% |
| Q4 2020 | $1,143,000 | +11.5% | 13,878 | +99.1% | 0.22% | +2.4% |
| Q3 2020 | $1,025,000 | +35.9% | 6,969 | +23.7% | 0.21% | +30.1% |
| Q2 2020 | $754,000 | +30.7% | 5,635 | +7.1% | 0.16% | +11.6% |
| Q1 2020 | $577,000 | -24.9% | 5,260 | -8.2% | 0.15% | -12.6% |
| Q4 2019 | $768,000 | +9.1% | 5,728 | +0.5% | 0.17% | +4.4% |
| Q3 2019 | $704,000 | +1.7% | 5,699 | +0.3% | 0.16% | +6.7% |
| Q2 2019 | $692,000 | +3.4% | 5,682 | +0.4% | 0.15% | +2.7% |
| Q1 2019 | $669,000 | – | 5,660 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 120,469 | $12,787,000 | 9.36% |
| SPINNAKER TRUST | 1,061,737 | $112,810,000 | 7.23% |
| Roof Eidam Maycock Peralta, LLC | 165,837 | $17,620,000 | 5.95% |
| WIN ADVISORS, INC | 243,769 | $25,900,000 | 5.93% |
| Prostatis Group LLC | 88,294 | $9,381,253 | 5.75% |
| Varma Mutual Pension Insurance Co | 3,079,816 | $327,230,000 | 4.76% |
| Tradewinds Capital Management, LLC | 275,317 | $29,252,000 | 4.48% |
| WJ Wealth Management, LLC | 48,627 | $5,164,000 | 3.09% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 50,209 | $5,335,000 | 2.99% |
| Stewardship Advisors, LLC | 75,584 | $8,031,000 | 2.89% |