ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,936 | -3.9% | 4,134 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $387,108 | +3.9% | 4,134 | -2.6% | 0.01% | 0.0% |
| Q1 2023 | $372,496 | +6.6% | 4,244 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $349,366 | +12.0% | 4,244 | +3.4% | 0.01% | 0.0% |
| Q3 2022 | $312,000 | -13.1% | 4,104 | -7.7% | 0.01% | 0.0% |
| Q2 2022 | $359,000 | -12.7% | 4,444 | +4.7% | 0.01% | 0.0% |
| Q1 2022 | $411,000 | -8.9% | 4,244 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $451,000 | +15.9% | 4,244 | +4.7% | 0.01% | +20.0% |
| Q3 2021 | $389,000 | +0.5% | 4,054 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $387,000 | +8.7% | 4,054 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $356,000 | +6.9% | 4,054 | +0.1% | 0.01% | -16.7% |
| Q4 2020 | $333,000 | +11.7% | 4,050 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $298,000 | +10.0% | 2,025 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $271,000 | +22.1% | 2,025 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $222,000 | -8.3% | 2,020 | +11.9% | 0.01% | 0.0% |
| Q4 2019 | $242,000 | +8.5% | 1,805 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $223,000 | +5.2% | 1,805 | +2.8% | 0.00% | 0.0% |
| Q2 2019 | $212,000 | – | 1,755 | – | 0.00% | – |
Download | ||||||
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% |