ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $666,851 | -2.6% | 8,843 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $684,625 | +8.6% | 8,843 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $630,152 | +6.8% | 8,843 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $589,894 | +10.1% | 8,896 | +2.4% | 0.00% | 0.0% |
| Q3 2022 | $536,000 | -6.5% | 8,684 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $573,000 | -16.1% | 8,631 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $683,000 | -6.2% | 8,631 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $728,000 | +4.7% | 8,631 | -6.2% | 0.00% | 0.0% |
| Q3 2021 | $695,000 | -0.6% | 9,203 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $699,000 | +26.9% | 9,314 | +17.1% | 0.00% | 0.0% |
| Q1 2021 | $551,000 | +8.9% | 7,954 | +2.0% | 0.00% | 0.0% |
| Q4 2020 | $506,000 | +26.5% | 7,797 | +13.3% | 0.00% | 0.0% |
| Q3 2020 | $400,000 | +3.1% | 6,882 | -4.0% | 0.00% | 0.0% |
| Q2 2020 | $388,000 | +51.6% | 7,167 | +26.4% | 0.00% | – |
| Q1 2020 | $256,000 | – | 5,670 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Italy | 6,282,081 | $473,732 | 15.12% |
| W ADVISORS, LLC | 76,506 | $5,769,317 | 4.74% |
| RPg Family Wealth Advisory, LLC | 69,355 | $5,251,797 | 2.16% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 40,534 | $3,056,665 | 1.86% |
| One Wealth Advisors, LLC | 99,887 | $7,532,479 | 1.67% |
| First Ascent Asset Management, LLC | 140,953 | $10,629,287 | 1.37% |
| RETIREMENT CAPITAL STRATEGIES | 29,820 | $2,248,726 | 1.05% |
| Omega Financial Group, LLC | 23,878 | $1,800,630 | 0.88% |
| Friedenthal Financial | 15,802 | $1,191,629 | 0.81% |
| KICKSTAND VENTURES, LLC. | 25,498 | $1,922,804 | 0.60% |