ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,584 | -14.1% | 3,436 | -9.8% | 0.02% | -11.8% |
| Q2 2023 | $356,772 | +8.1% | 3,810 | +0.2% | 0.02% | -5.6% |
| Q1 2023 | $329,944 | +36.6% | 3,803 | +29.6% | 0.02% | +5.9% |
| Q4 2022 | $241,584 | +0.2% | 2,935 | +0.4% | 0.02% | -5.6% |
| Q3 2022 | $241,000 | +18.1% | 2,924 | +15.8% | 0.02% | +12.5% |
| Q2 2022 | $204,000 | -3.8% | 2,526 | +0.3% | 0.02% | -5.9% |
| Q1 2022 | $212,000 | +21100.0% | 2,519 | +20891.7% | 0.02% | – |
| Q3 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -94.7% | 12 | -94.4% | 0.00% | -100.0% |
| Q1 2021 | $19,000 | +5.6% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 214 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +14.3% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -14.3% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | +7.7% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 107 | +5.9% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | +20.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | – | 101 | – | 0.00% | – |
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% |