ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,614,242 | +92.2% | 17,942 | +100.0% | 0.05% | -7.8% |
| Q2 2023 | $840,045 | +6.7% | 8,971 | 0.0% | 0.05% | -10.5% |
| Q1 2023 | $787,385 | +6.6% | 8,971 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $738,493 | +8.4% | 8,971 | 0.0% | 0.06% | -7.9% |
| Q3 2022 | $681,000 | -5.7% | 8,971 | +0.3% | 0.06% | +12.5% |
| Q2 2022 | $722,000 | -16.6% | 8,946 | 0.0% | 0.06% | -5.1% |
| Q1 2022 | $866,000 | -8.9% | 8,946 | 0.0% | 0.06% | -9.2% |
| Q4 2021 | $951,000 | +9410.0% | 8,946 | +8846.0% | 0.06% | +6400.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +60.0% | 100 | +185.7% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | – | 35 | – | 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% |