ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,037,311 | +2.7% | 11,530 | +6.8% | 0.36% | +0.6% |
| Q2 2023 | $1,010,505 | -1.8% | 10,791 | -8.0% | 0.36% | -10.9% |
| Q1 2023 | $1,029,042 | +6.5% | 11,724 | -0.1% | 0.40% | -7.4% |
| Q4 2022 | $966,000 | +36.8% | 11,736 | +26.1% | 0.44% | +22.2% |
| Q3 2022 | $706,000 | -21.9% | 9,305 | -16.9% | 0.36% | -27.3% |
| Q2 2022 | $904,000 | -15.3% | 11,204 | +1.7% | 0.49% | +3.4% |
| Q1 2022 | $1,067,000 | -1.0% | 11,019 | +8.6% | 0.47% | +1.3% |
| Q4 2021 | $1,078,000 | +12.1% | 10,150 | +1.3% | 0.47% | +0.4% |
| Q3 2021 | $962,000 | +91.6% | 10,024 | +75.2% | 0.47% | +74.5% |
| Q2 2021 | $502,000 | 0.0% | 5,721 | 0.0% | 0.27% | 0.0% |
| Q1 2021 | $502,000 | +32.1% | 5,721 | +24.0% | 0.27% | +12.7% |
| Q4 2020 | $380,000 | – | 4,613 | – | 0.24% | – |
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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% |