ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $154,000 | +62.1% | 1,758 | +102.5% | 0.01% | -21.4% |
| Q1 2020 | $95,000 | -18.1% | 868 | +0.3% | 0.01% | -6.7% |
| Q4 2019 | $116,000 | +9.4% | 865 | +0.5% | 0.02% | 0.0% |
| Q3 2019 | $106,000 | +1.9% | 861 | +0.5% | 0.02% | -6.2% |
| Q2 2019 | $104,000 | +3.0% | 857 | +0.5% | 0.02% | -5.9% |
| Q1 2019 | $101,000 | -40.6% | 853 | -48.3% | 0.02% | -48.5% |
| Q4 2018 | $170,000 | -13.3% | 1,650 | +0.4% | 0.03% | -8.3% |
| Q3 2018 | $196,000 | +117.8% | 1,643 | +105.4% | 0.04% | +100.0% |
| Q2 2018 | $90,000 | +1.1% | 800 | 0.0% | 0.02% | -10.0% |
| Q1 2018 | $89,000 | 0.0% | 800 | 0.0% | 0.02% | -13.0% |
| Q4 2017 | $89,000 | – | 800 | – | 0.02% | – |
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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% |