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 | $2,891,683 | -3.5% | 32,000 | 0.0% | 1.46% | +1.8% |
| Q2 2023 | $2,996,480 | +6.7% | 32,000 | 0.0% | 1.43% | +8.6% |
| Q1 2023 | $2,808,640 | +6.6% | 32,000 | 0.0% | 1.32% | +3.9% |
| Q4 2022 | $2,634,240 | +8.4% | 32,000 | 0.0% | 1.27% | +3.3% |
| Q3 2022 | $2,429,000 | -5.9% | 32,000 | 0.0% | 1.23% | +1.0% |
| Q2 2022 | $2,582,000 | -16.7% | 32,000 | 0.0% | 1.22% | +0.7% |
| Q1 2022 | $3,099,000 | -8.9% | 32,000 | 0.0% | 1.21% | -9.2% |
| Q4 2021 | $3,400,000 | +10.7% | 32,000 | 0.0% | 1.33% | -3.6% |
| Q3 2021 | $3,070,000 | +0.4% | 32,000 | 0.0% | 1.38% | -0.1% |
| Q2 2021 | $3,057,000 | +8.8% | 32,000 | 0.0% | 1.38% | -4.3% |
| Q1 2021 | $2,810,000 | +6.6% | 32,000 | 0.0% | 1.44% | -3.1% |
| Q4 2020 | $2,635,000 | +12.0% | 32,000 | +100.0% | 1.49% | -0.7% |
| Q3 2020 | $2,353,000 | +10.0% | 16,000 | 0.0% | 1.50% | -2.0% |
| Q2 2020 | $2,140,000 | – | 16,000 | – | 1.53% | – |
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% |