ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,105 | +12.4% | 3,202 | +16.9% | 0.16% | +14.1% |
| Q2 2023 | $256,408 | +6.8% | 2,738 | +0.1% | 0.14% | -0.7% |
| Q1 2023 | $240,141 | +9.7% | 2,736 | +2.9% | 0.14% | +1.4% |
| Q4 2022 | $218,956 | +6.3% | 2,660 | -2.1% | 0.14% | -6.0% |
| Q3 2022 | $206,000 | -10.0% | 2,716 | -4.2% | 0.15% | -10.7% |
| Q2 2022 | $229,000 | -16.4% | 2,834 | +0.1% | 0.17% | -2.9% |
| Q1 2022 | $274,000 | -4.5% | 2,831 | +4.9% | 0.17% | +1.2% |
| Q4 2021 | $287,000 | +15.3% | 2,700 | +4.1% | 0.17% | +6.2% |
| Q3 2021 | $249,000 | – | 2,593 | – | 0.16% | – |
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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% |