ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820,442 | -9.3% | 9,119 | -5.6% | 0.09% | -7.8% |
| Q2 2023 | $904,847 | +6.7% | 9,663 | -0.0% | 0.10% | -5.6% |
| Q1 2023 | $848,286 | +8.1% | 9,664 | +1.4% | 0.11% | 0.0% |
| Q4 2022 | $784,896 | +33.5% | 9,534 | +23.1% | 0.11% | +24.1% |
| Q3 2022 | $588,000 | -6.4% | 7,748 | -0.5% | 0.09% | 0.0% |
| Q2 2022 | $628,000 | -14.2% | 7,786 | +3.0% | 0.09% | -4.4% |
| Q1 2022 | $732,000 | +24.9% | 7,562 | +37.0% | 0.09% | +28.2% |
| Q4 2021 | $586,000 | +16.3% | 5,519 | +5.1% | 0.07% | +2.9% |
| Q3 2021 | $504,000 | +17.5% | 5,251 | +17.0% | 0.07% | -14.8% |
| Q2 2021 | $429,000 | +8.9% | 4,487 | -0.6% | 0.08% | +1.2% |
| Q1 2021 | $394,000 | – | 4,516 | – | 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% |