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 | $167,074 | -3.9% | 1,857 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $173,889 | +6.7% | 1,857 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $162,989 | +1.2% | 1,857 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $161,100 | +12.7% | 1,957 | +3.4% | 0.01% | 0.0% |
| Q3 2022 | $143,000 | -11.7% | 1,892 | -5.0% | 0.01% | +25.0% |
| Q2 2022 | $162,000 | -15.6% | 1,992 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $192,000 | -46.7% | 1,992 | -41.3% | 0.01% | -42.9% |
| Q4 2021 | $360,000 | +9.8% | 3,392 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $328,000 | +3.1% | 3,392 | +3.0% | 0.01% | +8.3% |
| Q2 2021 | $318,000 | -3.3% | 3,292 | -8.0% | 0.01% | +33.3% |
| Q1 2021 | $329,000 | +7.9% | 3,580 | +2.9% | 0.01% | -25.0% |
| Q4 2020 | $305,000 | +96.8% | 3,480 | +221.9% | 0.01% | +50.0% |
| Q3 2020 | $155,000 | +10.7% | 1,081 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $140,000 | +48.9% | 1,081 | +24.1% | 0.01% | +33.3% |
| Q1 2020 | $94,000 | -27.1% | 871 | -9.3% | 0.01% | -14.3% |
| Q4 2019 | $129,000 | +10.3% | 960 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $117,000 | +0.9% | 960 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $116,000 | -1.7% | 960 | -4.4% | 0.01% | -12.5% |
| Q1 2019 | $118,000 | +15.7% | 1,004 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $102,000 | -14.3% | 1,004 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $119,000 | +5.3% | 1,004 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $113,000 | +1.8% | 1,004 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $111,000 | 0.0% | 1,004 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $111,000 | +1.8% | 1,004 | -4.5% | 0.01% | -9.1% |
| Q3 2017 | $109,000 | +1.9% | 1,051 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $107,000 | -39.2% | 1,051 | -41.6% | 0.01% | -38.9% |
| Q1 2017 | $176,000 | +388.9% | 1,801 | +349.1% | 0.02% | +260.0% |
| Q4 2016 | $36,000 | 0.0% | 401 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $36,000 | +5.9% | 401 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $34,000 | 0.0% | 401 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $34,000 | – | 401 | – | 0.01% | – |
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% |