ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,197 | -4.7% | 5,248 | -0.8% | 0.21% | +0.5% |
| Q2 2023 | $495,298 | -20.1% | 5,289 | -25.1% | 0.21% | -26.8% |
| Q1 2023 | $620,084 | +84.8% | 7,065 | +73.4% | 0.29% | +73.9% |
| Q4 2022 | $335,476 | +66.1% | 4,075 | +94.9% | 0.16% | +58.7% |
| Q1 2022 | $202,000 | -11.4% | 2,091 | -2.7% | 0.10% | -5.5% |
| Q4 2021 | $228,000 | +10.7% | 2,149 | 0.0% | 0.11% | +0.9% |
| Q3 2021 | $206,000 | -3.3% | 2,149 | -3.5% | 0.11% | -7.6% |
| Q2 2021 | $213,000 | -9.0% | 2,227 | -21.7% | 0.12% | -17.5% |
| Q4 2020 | $234,000 | +10.4% | 2,843 | +97.0% | 0.14% | -23.1% |
| Q3 2020 | $212,000 | – | 1,443 | – | 0.19% | – |
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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% |