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 | $279,897 | -3.9% | 3,111 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $291,314 | +6.7% | 3,111 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $273,052 | +6.6% | 3,111 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $256,098 | +11.3% | 3,111 | +29.6% | 0.04% | 0.0% |
| Q3 2022 | $230,000 | -8.7% | 2,400 | -23.3% | 0.04% | -2.8% |
| Q2 2022 | $252,000 | -21.7% | 3,128 | +3.3% | 0.04% | -25.0% |
| Q4 2021 | $322,000 | +40.0% | 3,028 | +26.2% | 0.05% | +37.1% |
| Q3 2021 | $230,000 | +0.4% | 2,400 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $229,000 | +8.5% | 2,400 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $211,000 | +6.6% | 2,400 | 0.0% | 0.03% | -5.7% |
| Q4 2020 | $198,000 | +11.9% | 2,400 | +100.0% | 0.04% | -2.8% |
| Q3 2020 | $177,000 | +9.9% | 1,200 | 0.0% | 0.04% | -5.3% |
| Q2 2020 | $161,000 | +22.0% | 1,200 | 0.0% | 0.04% | +8.6% |
| Q1 2020 | $132,000 | -18.0% | 1,200 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $161,000 | +8.8% | 1,200 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $148,000 | +1.4% | 1,200 | 0.0% | 0.04% | +8.3% |
| Q2 2019 | $146,000 | +2.8% | 1,200 | 0.0% | 0.04% | -7.7% |
| Q1 2019 | $142,000 | +14.5% | 1,200 | 0.0% | 0.04% | +8.3% |
| Q4 2018 | $124,000 | -13.3% | 1,200 | 0.0% | 0.04% | -5.3% |
| Q3 2018 | $143,000 | +1.4% | 1,200 | -4.0% | 0.04% | -5.0% |
| Q2 2018 | $141,000 | -18.0% | 1,250 | -19.4% | 0.04% | -31.0% |
| Q1 2018 | $172,000 | 0.0% | 1,550 | 0.0% | 0.06% | +34.9% |
| Q4 2017 | $172,000 | +6.2% | 1,550 | 0.0% | 0.04% | -21.8% |
| Q3 2017 | $162,000 | +1.9% | 1,550 | 0.0% | 0.06% | +1.9% |
| Q2 2017 | $159,000 | +4.6% | 1,550 | 0.0% | 0.05% | -5.3% |
| Q1 2017 | $152,000 | +5.6% | 1,550 | 0.0% | 0.06% | -32.9% |
| Q4 2016 | $144,000 | – | 1,550 | – | 0.08% | – |
Download | ||||||
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% |