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 | $1,043,629 | -3.9% | 11,600 | 0.0% | 0.64% | -3.0% |
| Q2 2023 | $1,086,200 | +4.2% | 11,600 | -2.3% | 0.66% | +2.3% |
| Q1 2023 | $1,042,633 | +6.7% | 11,879 | +0.0% | 0.64% | -0.2% |
| Q4 2022 | $977,475 | +8.5% | 11,874 | +0.1% | 0.64% | +0.8% |
| Q3 2022 | $901,000 | -5.5% | 11,868 | +0.5% | 0.64% | -3.8% |
| Q2 2022 | $953,000 | -26.6% | 11,807 | -11.9% | 0.66% | -18.6% |
| Q1 2022 | $1,298,000 | -8.8% | 13,407 | 0.0% | 0.81% | -8.0% |
| Q4 2021 | $1,424,000 | +8.2% | 13,407 | -2.2% | 0.88% | +2.9% |
| Q3 2021 | $1,316,000 | +0.5% | 13,710 | 0.0% | 0.86% | -2.6% |
| Q2 2021 | $1,310,000 | +7.2% | 13,710 | -1.5% | 0.88% | +1.5% |
| Q1 2021 | $1,222,000 | +6.6% | 13,916 | +0.0% | 0.87% | +3.6% |
| Q4 2020 | $1,146,000 | +13.2% | 13,915 | +102.3% | 0.84% | -1.4% |
| Q3 2020 | $1,012,000 | +1.1% | 6,879 | -8.1% | 0.85% | -7.0% |
| Q2 2020 | $1,001,000 | +11.5% | 7,483 | -8.5% | 0.92% | -5.2% |
| Q1 2020 | $898,000 | -15.9% | 8,179 | +2.6% | 0.97% | -0.4% |
| Q4 2019 | $1,068,000 | – | 7,972 | – | 0.97% | – |
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% |