ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,775 | +2.8% | 3,210 | +7.0% | 0.08% | -8.7% |
| Q2 2023 | $280,890 | +22.7% | 3,000 | +15.0% | 0.09% | +31.4% |
| Q1 2023 | $228,956 | +7.0% | 2,609 | +0.3% | 0.07% | +12.9% |
| Q4 2022 | $214,023 | -19.2% | 2,600 | -25.4% | 0.06% | -21.5% |
| Q3 2022 | $265,000 | +1.5% | 3,487 | +7.7% | 0.08% | +8.2% |
| Q2 2022 | $261,000 | +1.2% | 3,238 | +21.5% | 0.07% | +12.3% |
| Q1 2022 | $258,000 | -6.2% | 2,665 | +2.9% | 0.06% | -20.7% |
| Q4 2021 | $275,000 | +3.4% | 2,589 | -6.6% | 0.08% | -8.9% |
| Q3 2021 | $266,000 | +14.2% | 2,772 | +13.9% | 0.09% | +15.4% |
| Q2 2021 | $233,000 | +7.4% | 2,434 | -1.5% | 0.08% | -11.4% |
| Q1 2021 | $217,000 | – | 2,471 | – | 0.09% | – |
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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% |