ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,864 | +8.7% | 5,689 | +13.1% | 0.12% | +9.6% |
| Q2 2023 | $471,035 | +77.9% | 5,030 | +66.7% | 0.11% | +67.6% |
| Q1 2023 | $264,824 | +7.0% | 3,017 | +0.3% | 0.07% | 0.0% |
| Q4 2022 | $247,576 | -30.7% | 3,007 | -36.0% | 0.07% | -37.0% |
| Q3 2022 | $357,000 | -5.8% | 4,699 | 0.0% | 0.11% | -3.6% |
| Q2 2022 | $379,000 | +6.8% | 4,699 | +28.2% | 0.11% | +16.7% |
| Q1 2022 | $355,000 | +59.2% | 3,665 | +74.4% | 0.10% | +60.0% |
| Q4 2021 | $223,000 | +10.4% | 2,102 | 0.0% | 0.06% | -6.2% |
| Q3 2021 | $202,000 | – | 2,102 | – | 0.06% | – |
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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% |