ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,408 | -7.8% | 3,050 | -4.1% | 0.01% | 0.0% |
| Q2 2023 | $297,775 | +5.9% | 3,180 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $281,303 | +106454.2% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $264 | -99.9% | 3,205 | 0.0% | 0.01% | -30.0% |
| Q3 2022 | $243,000 | -8.3% | 3,205 | -2.4% | 0.01% | 0.0% |
| Q2 2022 | $265,000 | -18.0% | 3,285 | -1.5% | 0.01% | 0.0% |
| Q1 2022 | $323,000 | -29.3% | 3,335 | -22.5% | 0.01% | -23.1% |
| Q4 2021 | $457,000 | +4.8% | 4,305 | -5.2% | 0.01% | -7.1% |
| Q3 2021 | $436,000 | +7.4% | 4,542 | +6.8% | 0.01% | +7.7% |
| Q2 2021 | $406,000 | +8.3% | 4,252 | -0.5% | 0.01% | 0.0% |
| Q1 2021 | $375,000 | +6.5% | 4,272 | 0.0% | 0.01% | +44.4% |
| Q4 2020 | $352,000 | +6.0% | 4,272 | +89.0% | 0.01% | 0.0% |
| Q3 2020 | $332,000 | +9.2% | 2,260 | -0.4% | 0.01% | 0.0% |
| Q2 2020 | $304,000 | +14.3% | 2,270 | -6.2% | 0.01% | -10.0% |
| Q1 2020 | $266,000 | -26.7% | 2,420 | -10.6% | 0.01% | -9.1% |
| Q4 2019 | $363,000 | – | 2,708 | – | 0.01% | – |
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% |