ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,759 | -78.5% | 2,366 | -77.7% | 0.00% | -78.6% |
| Q2 2023 | $992,441 | +335.7% | 10,598 | +308.4% | 0.01% | +366.7% |
| Q1 2023 | $227,760 | -5.4% | 2,595 | -11.3% | 0.00% | -25.0% |
| Q4 2022 | $240,868 | -53.2% | 2,926 | -56.9% | 0.00% | -55.6% |
| Q3 2022 | $515,049 | -38.8% | 6,785 | -35.0% | 0.01% | -43.8% |
| Q2 2022 | $842,000 | -62.8% | 10,435 | -55.3% | 0.02% | -57.9% |
| Q1 2022 | $2,261,000 | – | 23,345 | – | 0.04% | – |
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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% |