ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,397 | +27.7% | 3,683 | +32.9% | 0.01% | +25.0% |
| Q2 2023 | $259,563 | +6.9% | 2,772 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $242,747 | +7.0% | 2,766 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $226,812 | +7.5% | 2,755 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $211,000 | -5.4% | 2,774 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $223,000 | -13.2% | 2,770 | +4.5% | 0.00% | 0.0% |
| Q1 2022 | $257,000 | -8.5% | 2,651 | +0.3% | 0.00% | -20.0% |
| Q4 2021 | $281,000 | – | 2,643 | – | 0.01% | – |
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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% |