ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,502 | -3.9% | 5,952 | 0.0% | 0.07% | -5.4% |
| Q2 2023 | $557,346 | +11.4% | 5,952 | +4.5% | 0.07% | +7.2% |
| Q1 2023 | $500,114 | +12.6% | 5,698 | +5.6% | 0.07% | +11.3% |
| Q4 2022 | $444,281 | +20.1% | 5,397 | +10.8% | 0.06% | +8.8% |
| Q3 2022 | $370,000 | +1.9% | 4,869 | +8.2% | 0.06% | +11.8% |
| Q2 2022 | $363,000 | -14.8% | 4,501 | +2.3% | 0.05% | -12.1% |
| Q1 2022 | $426,000 | -10.5% | 4,400 | -1.7% | 0.06% | -1.7% |
| Q4 2021 | $476,000 | +20.5% | 4,477 | +8.8% | 0.06% | +13.5% |
| Q3 2021 | $395,000 | +1.3% | 4,114 | +0.7% | 0.05% | +2.0% |
| Q2 2021 | $390,000 | +8.6% | 4,086 | 0.0% | 0.05% | +2.0% |
| Q1 2021 | $359,000 | – | 4,086 | – | 0.05% | – |
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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% |