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 | $214,938 | -4.0% | 2,389 | -0.0% | 0.05% | -5.6% |
| Q2 2023 | $223,800 | +6.1% | 2,390 | -0.5% | 0.05% | -1.8% |
| Q1 2023 | $210,911 | -15.0% | 2,403 | -26.4% | 0.06% | -34.5% |
| Q3 2022 | $248,000 | -15.9% | 3,267 | -10.7% | 0.08% | -16.0% |
| Q2 2022 | $295,000 | -2.0% | 3,659 | +17.8% | 0.10% | 0.0% |
| Q1 2022 | $301,000 | -4.1% | 3,107 | +5.1% | 0.10% | -1.0% |
| Q4 2021 | $314,000 | +3.0% | 2,955 | -7.1% | 0.10% | -5.6% |
| Q3 2021 | $305,000 | +47.3% | 3,181 | +47.1% | 0.11% | +48.6% |
| Q2 2021 | $207,000 | – | 2,163 | – | 0.07% | – |
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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% |