ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,284,906 | +14.7% | 25,396 | +19.3% | 0.06% | +15.1% |
| Q2 2023 | $1,992,875 | +7.5% | 21,282 | +0.7% | 0.05% | +3.9% |
| Q1 2023 | $1,854,647 | +12.9% | 21,131 | +5.9% | 0.05% | +2.0% |
| Q4 2022 | $1,642,333 | +9.6% | 19,951 | +1.0% | 0.05% | -5.7% |
| Q3 2022 | $1,498,000 | +10.3% | 19,745 | +17.3% | 0.05% | +15.2% |
| Q2 2022 | $1,358,000 | +13.2% | 16,830 | +35.8% | 0.05% | +31.4% |
| Q1 2022 | $1,200,000 | -3.2% | 12,393 | +6.2% | 0.04% | -2.8% |
| Q4 2021 | $1,240,000 | +29.0% | 11,667 | +16.5% | 0.04% | +16.1% |
| Q3 2021 | $961,000 | +7.9% | 10,017 | +7.4% | 0.03% | +10.7% |
| Q2 2021 | $891,000 | +19.1% | 9,327 | +9.5% | 0.03% | 0.0% |
| Q1 2021 | $748,000 | +23.2% | 8,514 | +15.5% | 0.03% | +16.7% |
| Q4 2020 | $607,000 | +110.0% | 7,372 | +275.4% | 0.02% | +71.4% |
| Q3 2020 | $289,000 | +9.1% | 1,964 | -0.7% | 0.01% | -6.7% |
| Q2 2020 | $265,000 | +22.1% | 1,978 | 0.0% | 0.02% | +7.1% |
| Q1 2020 | $217,000 | +114.9% | 1,978 | +163.7% | 0.01% | +180.0% |
| Q4 2019 | $101,000 | +6.3% | 750 | -32.5% | 0.01% | -82.1% |
| Q2 2015 | $95,000 | -1.0% | 1,111 | 0.0% | 0.03% | +3.7% |
| Q1 2015 | $96,000 | +2.1% | 1,111 | 0.0% | 0.03% | -6.9% |
| Q4 2014 | $94,000 | +10.6% | 1,111 | 0.0% | 0.03% | -32.6% |
| Q4 2013 | $85,000 | – | 1,111 | – | 0.04% | – |
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% |