ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $290,123 | +7.0% | 3,305 | +0.4% | 0.62% | +3.7% |
| Q4 2022 | $271,083 | +9.3% | 3,293 | +1.0% | 0.60% | -2.6% |
| Q3 2022 | $248,000 | -5.7% | 3,262 | 0.0% | 0.62% | -2.2% |
| Q2 2022 | $263,000 | -16.5% | 3,262 | +0.3% | 0.63% | -2.2% |
| Q1 2022 | $315,000 | -8.7% | 3,253 | +0.3% | 0.64% | -24.1% |
| Q4 2021 | $345,000 | +11.7% | 3,244 | +0.6% | 0.85% | +8.6% |
| Q3 2021 | $309,000 | +0.3% | 3,224 | 0.0% | 0.78% | -0.4% |
| Q2 2021 | $308,000 | +8.8% | 3,224 | 0.0% | 0.78% | -8.2% |
| Q1 2021 | $283,000 | +6.8% | 3,224 | 0.0% | 0.85% | -0.5% |
| Q4 2020 | $265,000 | – | 3,224 | – | 0.86% | – |
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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% |