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 | $306,438 | -3.9% | 3,406 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $318,938 | +6.7% | 3,406 | 0.0% | 0.07% | +4.3% |
| Q1 2023 | $298,945 | +6.6% | 3,406 | 0.0% | 0.07% | +6.1% |
| Q4 2022 | $280,382 | +13.5% | 3,406 | +4.6% | 0.07% | +8.2% |
| Q3 2022 | $247,000 | -7.8% | 3,256 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $268,000 | -13.3% | 3,256 | 0.0% | 0.06% | -1.6% |
| Q1 2022 | $309,000 | -5.2% | 3,256 | 0.0% | 0.06% | -6.0% |
| Q4 2021 | $326,000 | +4.8% | 3,256 | 0.0% | 0.07% | +9.8% |
| Q3 2021 | $311,000 | -1.6% | 3,256 | 0.0% | 0.06% | -3.2% |
| Q2 2021 | $316,000 | +6.0% | 3,256 | 0.0% | 0.06% | +3.3% |
| Q1 2021 | $298,000 | +8.8% | 3,256 | 0.0% | 0.06% | +5.2% |
| Q4 2020 | $274,000 | +12.8% | 3,256 | +100.0% | 0.06% | -10.8% |
| Q3 2020 | $243,000 | +11.5% | 1,628 | 0.0% | 0.06% | -19.8% |
| Q4 2019 | $218,000 | +8.5% | 1,628 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $201,000 | -16.9% | 1,628 | -30.6% | 0.08% | -44.9% |
| Q4 2018 | $242,000 | -50.1% | 2,346 | -50.0% | 0.15% | -2.6% |
| Q3 2017 | $485,000 | +102.1% | 4,692 | +100.0% | 0.15% | -0.7% |
| Q2 2017 | $240,000 | +4.3% | 2,346 | 0.0% | 0.15% | +18.8% |
| Q1 2017 | $230,000 | +6.5% | 2,346 | 0.0% | 0.13% | +4.9% |
| Q4 2016 | $216,000 | – | 2,346 | – | 0.12% | – |
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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% |