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 | $4,014,461 | -9.6% | 44,620 | -5.9% | 1.30% | -8.2% |
| Q2 2023 | $4,442,282 | +3.9% | 47,440 | -2.6% | 1.42% | -2.5% |
| Q1 2023 | $4,274,838 | +16.1% | 48,705 | +8.8% | 1.46% | +9.8% |
| Q4 2022 | $3,683,573 | +15.7% | 44,747 | +6.7% | 1.32% | +5.1% |
| Q3 2022 | $3,184,000 | -3.3% | 41,944 | +2.8% | 1.26% | -1.1% |
| Q2 2022 | $3,293,000 | -8.5% | 40,812 | +10.0% | 1.28% | +1.4% |
| Q1 2022 | $3,598,000 | -5.6% | 37,101 | +3.6% | 1.26% | -5.1% |
| Q4 2021 | $3,810,000 | – | 35,817 | – | 1.32% | – |
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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% |