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 | $1,153,363 | -7.9% | 12,819 | -4.2% | 0.02% | -8.0% |
| Q2 2023 | $1,252,513 | +11.8% | 13,376 | +4.8% | 0.02% | +4.2% |
| Q1 2023 | $1,120,141 | +5.2% | 12,762 | -1.4% | 0.02% | 0.0% |
| Q4 2022 | $1,065,085 | -2.7% | 12,938 | -10.3% | 0.02% | -11.1% |
| Q3 2022 | $1,095,000 | +54.9% | 14,428 | +64.7% | 0.03% | +58.8% |
| Q2 2022 | $707,000 | -18.5% | 8,760 | -2.1% | 0.02% | -5.6% |
| Q1 2022 | $867,000 | -8.8% | 8,945 | -0.1% | 0.02% | -5.3% |
| Q4 2021 | $951,000 | +218.1% | 8,950 | +187.2% | 0.02% | +171.4% |
| Q3 2021 | $299,000 | -16.0% | 3,116 | -16.3% | 0.01% | -12.5% |
| Q2 2021 | $356,000 | +8.9% | 3,722 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $327,000 | – | 3,719 | – | 0.01% | – |
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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% |