ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,189 | -3.9% | 3,581 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $335,332 | +1.3% | 3,581 | -5.1% | 0.01% | -14.3% |
| Q1 2023 | $331,037 | +13.0% | 3,772 | +6.0% | 0.01% | 0.0% |
| Q4 2022 | $292,888 | +8.9% | 3,558 | +0.5% | 0.01% | -12.5% |
| Q3 2022 | $269,000 | -5.3% | 3,542 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $284,000 | -16.5% | 3,525 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $340,000 | -8.6% | 3,516 | +0.3% | 0.01% | -20.0% |
| Q4 2021 | $372,000 | +11.0% | 3,505 | +0.3% | 0.01% | -70.6% |
| Q3 2021 | $335,000 | +0.6% | 3,496 | +0.3% | 0.03% | +183.3% |
| Q2 2021 | $333,000 | +9.2% | 3,484 | +0.2% | 0.01% | -7.7% |
| Q1 2021 | $305,000 | +7.0% | 3,477 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $285,000 | +12.2% | 3,467 | +100.6% | 0.01% | 0.0% |
| Q3 2020 | $254,000 | +10.4% | 1,728 | +0.3% | 0.01% | -7.1% |
| Q2 2020 | $230,000 | +0.4% | 1,722 | +0.8% | 0.01% | -6.7% |
| Q4 2019 | $229,000 | +9.0% | 1,709 | +0.4% | 0.02% | 0.0% |
| Q3 2019 | $210,000 | +1.9% | 1,702 | +0.5% | 0.02% | 0.0% |
| Q2 2019 | $206,000 | – | 1,694 | – | 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% |