ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,464 | -31.0% | 12,865 | -28.1% | 0.74% | -28.5% |
| Q2 2023 | $1,676,477 | +6.6% | 17,903 | -0.1% | 1.04% | +3.7% |
| Q1 2023 | $1,573,083 | +5.6% | 17,923 | -1.0% | 1.00% | -5.5% |
| Q4 2022 | $1,489,652 | +10.7% | 18,096 | +2.0% | 1.06% | -4.6% |
| Q3 2022 | $1,346,000 | -2.8% | 17,734 | +3.3% | 1.11% | -8.1% |
| Q2 2022 | $1,385,000 | -17.4% | 17,171 | -0.9% | 1.21% | -9.7% |
| Q1 2022 | $1,677,000 | -9.1% | 17,322 | -0.2% | 1.34% | -3.0% |
| Q4 2021 | $1,844,000 | +1.2% | 17,359 | -8.6% | 1.38% | -8.7% |
| Q3 2021 | $1,823,000 | +4.6% | 18,999 | +4.2% | 1.52% | +5.4% |
| Q2 2021 | $1,743,000 | +6.9% | 18,240 | -1.8% | 1.44% | -4.6% |
| Q1 2021 | $1,631,000 | +10.0% | 18,570 | +3.1% | 1.51% | -10.9% |
| Q4 2020 | $1,483,000 | – | 18,007 | – | 1.69% | – |
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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% |