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 | $266,660 | -17.0% | 2,964 | -13.6% | 0.16% | -2.5% |
| Q2 2023 | $321,268 | +7.6% | 3,431 | +0.9% | 0.16% | -8.0% |
| Q1 2023 | $298,467 | +2.5% | 3,401 | -3.8% | 0.17% | +8.1% |
| Q4 2022 | $291,091 | +8.6% | 3,536 | +0.2% | 0.16% | -17.9% |
| Q3 2022 | $268,000 | -46.7% | 3,529 | -43.4% | 0.20% | -41.1% |
| Q2 2022 | $503,000 | -18.1% | 6,234 | -1.7% | 0.33% | -37.6% |
| Q1 2022 | $614,000 | -20.1% | 6,343 | -12.3% | 0.53% | +9.9% |
| Q4 2021 | $768,000 | +24.3% | 7,230 | +12.2% | 0.49% | -18.2% |
| Q3 2021 | $618,000 | +7.3% | 6,446 | +6.9% | 0.59% | +10.8% |
| Q2 2021 | $576,000 | +5.1% | 6,030 | -3.3% | 0.54% | -10.1% |
| Q1 2021 | $548,000 | +11.6% | 6,235 | +4.6% | 0.60% | -3.2% |
| Q4 2020 | $491,000 | – | 5,962 | – | 0.62% | – |
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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% |