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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,469,741 | -6.3% | 27,451 | -2.4% | 0.39% | -5.4% |
| Q2 2023 | $2,634,628 | +4.7% | 28,136 | -1.9% | 0.41% | -2.9% |
| Q1 2023 | $2,516,402 | +6.3% | 28,670 | -0.3% | 0.42% | -1.9% |
| Q4 2022 | $2,368,172 | +16.9% | 28,768 | +7.8% | 0.43% | +8.6% |
| Q3 2022 | $2,025,000 | -4.9% | 26,681 | +1.1% | 0.40% | -4.8% |
| Q2 2022 | $2,129,000 | -15.2% | 26,383 | +1.8% | 0.42% | -7.4% |
| Q1 2022 | $2,510,000 | -11.9% | 25,929 | -3.5% | 0.45% | -9.5% |
| Q4 2021 | $2,848,000 | +15.9% | 26,856 | +4.8% | 0.50% | +4.4% |
| Q3 2021 | $2,457,000 | +6.2% | 25,620 | +5.8% | 0.47% | +7.7% |
| Q2 2021 | $2,314,000 | +10.1% | 24,223 | +1.2% | 0.44% | -5.4% |
| Q1 2021 | $2,101,000 | -4.5% | 23,925 | -10.6% | 0.46% | -7.4% |
| Q4 2020 | $2,200,000 | +15.7% | 26,751 | +106.8% | 0.50% | +12.3% |
| Q3 2020 | $1,902,000 | -1.4% | 12,934 | -10.3% | 0.45% | -14.5% |
| Q2 2020 | $1,929,000 | +16.6% | 14,423 | -4.3% | 0.52% | -8.7% |
| Q1 2020 | $1,654,000 | -24.3% | 15,073 | -7.6% | 0.57% | +12.8% |
| Q4 2019 | $2,185,000 | +8.8% | 16,309 | +0.2% | 0.51% | +0.8% |
| Q3 2019 | $2,009,000 | +8.5% | 16,274 | +7.1% | 0.50% | +44.8% |
| Q2 2019 | $1,851,000 | +1.8% | 15,189 | -1.2% | 0.35% | -1.1% |
| Q1 2019 | $1,818,000 | +19.3% | 15,374 | +4.1% | 0.35% | +6.0% |
| Q4 2018 | $1,524,000 | -16.9% | 14,774 | -9.1% | 0.33% | -19.8% |
| Q3 2018 | $1,834,000 | -0.1% | 16,252 | -0.1% | 0.41% | +0.2% |
| Q2 2018 | $1,835,000 | +47.9% | 16,268 | +45.2% | 0.41% | +35.0% |
| Q1 2018 | $1,241,000 | +15.2% | 11,202 | +15.6% | 0.31% | +20.9% |
| Q4 2017 | $1,077,000 | +14.3% | 9,692 | +8.6% | 0.25% | +15.5% |
| Q3 2017 | $942,000 | -6.5% | 8,928 | -9.4% | 0.22% | -11.0% |
| Q2 2017 | $1,007,000 | +3.9% | 9,849 | -0.9% | 0.25% | -2.0% |
| Q1 2017 | $969,000 | +5.1% | 9,936 | 0.0% | 0.25% | -3.8% |
| Q4 2016 | $922,000 | – | 9,936 | – | 0.26% | – |
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% |