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 2018 | $103,000 | +1.0% | 913 | -0.8% | 0.01% | 0.0% |
| Q1 2018 | $102,000 | -54.1% | 920 | -54.1% | 0.01% | -56.5% |
| Q4 2017 | $222,000 | +6.2% | 2,003 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $209,000 | +12.4% | 2,003 | +10.3% | 0.02% | +4.5% |
| Q2 2017 | $186,000 | -11.0% | 1,816 | -14.7% | 0.02% | -15.4% |
| Q1 2017 | $209,000 | +20.1% | 2,129 | +12.9% | 0.03% | +8.3% |
| Q4 2016 | $174,000 | +37.0% | 1,886 | +35.3% | 0.02% | +26.3% |
| Q3 2016 | $127,000 | +5.8% | 1,394 | +0.1% | 0.02% | 0.0% |
| Q2 2016 | $120,000 | -2.4% | 1,392 | -3.3% | 0.02% | -5.0% |
| Q1 2016 | $123,000 | +8.8% | 1,440 | +6.1% | 0.02% | 0.0% |
| Q4 2015 | $113,000 | +9.7% | 1,357 | +4.0% | 0.02% | -4.8% |
| Q3 2015 | $103,000 | – | 1,305 | – | 0.02% | – |
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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% |