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 | $404,595 | -3.0% | 4,497 | +1.0% | 0.15% | -1.3% |
| Q2 2023 | $417,073 | +27.1% | 4,454 | +19.1% | 0.15% | +22.1% |
| Q1 2023 | $328,172 | +2.6% | 3,739 | -3.7% | 0.12% | -3.2% |
| Q4 2022 | $319,731 | +13.8% | 3,884 | +4.9% | 0.13% | +7.7% |
| Q3 2022 | $281,000 | -6.6% | 3,704 | -0.7% | 0.12% | +0.9% |
| Q2 2022 | $301,000 | -16.6% | 3,731 | 0.0% | 0.12% | -4.1% |
| Q1 2022 | $361,000 | -1.6% | 3,731 | +8.0% | 0.12% | +1.7% |
| Q4 2021 | $367,000 | +17.6% | 3,456 | +6.1% | 0.12% | +12.3% |
| Q3 2021 | $312,000 | +9.1% | 3,256 | +8.7% | 0.11% | +9.3% |
| Q2 2021 | $286,000 | 0.0% | 2,996 | -8.0% | 0.10% | -6.7% |
| Q1 2021 | $286,000 | +6.7% | 3,256 | 0.0% | 0.10% | +3.0% |
| Q4 2020 | $268,000 | – | 3,256 | – | 0.10% | – |
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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% |