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 | $213,726 | -3.9% | 2,376 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $222,444 | +7.0% | 2,376 | +0.3% | 0.06% | -23.0% |
| Q1 2023 | $207,987 | +1.5% | 2,370 | -6.5% | 0.07% | -12.9% |
| Q2 2022 | $205,000 | -16.3% | 2,535 | +0.1% | 0.08% | -15.0% |
| Q1 2022 | $245,000 | -8.9% | 2,532 | +0.2% | 0.10% | -12.3% |
| Q4 2021 | $269,000 | +11.2% | 2,528 | +0.3% | 0.11% | -11.6% |
| Q3 2021 | $242,000 | -15.4% | 2,521 | -15.6% | 0.13% | -18.9% |
| Q2 2021 | $286,000 | +9.2% | 2,988 | +0.2% | 0.16% | -21.3% |
| Q1 2021 | $262,000 | +20.2% | 2,982 | +101.2% | 0.20% | +8.6% |
| Q4 2020 | $218,000 | – | 1,482 | – | 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% |