ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 130 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,809,149 | -9.1% | 20,108 | -5.3% | 0.17% | -3.9% |
| Q2 2023 | $1,989,223 | +16.9% | 21,243 | +9.6% | 0.18% | +6.6% |
| Q1 2023 | $1,701,951 | +17.4% | 19,391 | +1.6% | 0.17% | +3.7% |
| Q3 2022 | $1,450,000 | -9.0% | 19,095 | -3.3% | 0.16% | -9.0% |
| Q2 2022 | $1,593,000 | -15.4% | 19,737 | +1.5% | 0.18% | -3.3% |
| Q1 2022 | $1,883,000 | -18.7% | 19,447 | -10.8% | 0.18% | -17.2% |
| Q4 2021 | $2,316,000 | +17.3% | 21,799 | +5.9% | 0.22% | +5.2% |
| Q3 2021 | $1,975,000 | +1.7% | 20,585 | +1.3% | 0.21% | +2.9% |
| Q2 2021 | $1,942,000 | +8.8% | 20,325 | -0.0% | 0.20% | -3.3% |
| Q1 2021 | $1,785,000 | +9.8% | 20,330 | +3.0% | 0.21% | +3.4% |
| Q4 2020 | $1,626,000 | +16.5% | 19,746 | +108.1% | 0.20% | -1.4% |
| Q3 2020 | $1,396,000 | +4.7% | 9,489 | -4.8% | 0.21% | -4.2% |
| Q2 2020 | $1,333,000 | +20.3% | 9,967 | -1.3% | 0.22% | +0.9% |
| Q1 2020 | $1,108,000 | -8.0% | 10,095 | +12.3% | 0.21% | +9.7% |
| Q4 2019 | $1,205,000 | +69.7% | 8,990 | +56.5% | 0.20% | +56.0% |
| Q3 2019 | $710,000 | +9.7% | 5,746 | +8.2% | 0.12% | +7.8% |
| Q2 2019 | $647,000 | -59.1% | 5,312 | +9.5% | 0.12% | -39.6% |
| Q1 2019 | $1,581,000 | +207.0% | 4,852 | -3.6% | 0.19% | +74.5% |
| Q4 2018 | $515,000 | -87.5% | 5,031 | -98.8% | 0.11% | +111.5% |
| Q3 2018 | $4,122,000 | -10.4% | 435,369 | -16.1% | 0.05% | 0.0% |
| Q2 2018 | $4,598,000 | +870.0% | 518,630 | +11636.4% | 0.05% | -42.2% |
| Q1 2018 | $474,000 | +26.1% | 4,419 | +34.6% | 0.09% | +26.8% |
| Q4 2017 | $376,000 | -13.8% | 3,282 | -20.4% | 0.07% | -21.1% |
| Q3 2017 | $436,000 | +17.5% | 4,122 | +12.9% | 0.09% | +8.4% |
| Q2 2017 | $371,000 | +16.3% | 3,652 | +11.9% | 0.08% | +5.1% |
| Q1 2017 | $319,000 | +49.1% | 3,264 | +41.9% | 0.08% | +14.5% |
| Q4 2016 | $214,000 | -20.1% | 2,301 | -38.6% | 0.07% | -66.2% |
| Q1 2016 | $268,000 | – | 3,750 | – | 0.20% | – |
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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% |