ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 205 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,971 | +1.6% | 9,236 | +5.7% | 0.24% | +4.7% |
| Q2 2023 | $818,048 | +7.0% | 8,736 | +0.3% | 0.23% | +0.4% |
| Q1 2023 | $764,832 | +16.1% | 8,714 | +8.9% | 0.23% | +11.6% |
| Q4 2022 | $658,560 | +2432.9% | 8,000 | +3569.7% | 0.21% | +989.5% |
| Q1 2019 | $26,000 | +18.2% | 218 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | -15.4% | 218 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $26,000 | +4.0% | 218 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $25,000 | +4.2% | 218 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $24,000 | -7.7% | 218 | -5.2% | 0.02% | -8.3% |
| Q4 2017 | $26,000 | – | 230 | – | 0.02% | – |
Download | ||||||
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% |