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 | $1,036,364 | -15.5% | 11,519 | -12.1% | 0.25% | -24.2% |
| Q2 2023 | $1,226,497 | +0.1% | 13,098 | -6.2% | 0.34% | -17.5% |
| Q1 2023 | $1,225,181 | +38.1% | 13,959 | +29.5% | 0.41% | +20.8% |
| Q4 2022 | $887,080 | -0.1% | 10,776 | -7.9% | 0.34% | +1.5% |
| Q3 2022 | $888,000 | +0.7% | 11,704 | +7.0% | 0.33% | +6.8% |
| Q2 2022 | $882,000 | -8.3% | 10,935 | +10.1% | 0.31% | +9.5% |
| Q1 2022 | $962,000 | -4.1% | 9,930 | +5.2% | 0.28% | -2.4% |
| Q4 2021 | $1,003,000 | +40.1% | 9,442 | +26.0% | 0.29% | +11.1% |
| Q2 2021 | $716,000 | +27.6% | 7,494 | +17.3% | 0.26% | +8.3% |
| Q1 2021 | $561,000 | +27.5% | 6,389 | +19.6% | 0.24% | +19.9% |
| Q4 2020 | $440,000 | – | 5,341 | – | 0.20% | – |
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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% |