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 | $32,925,058 | +22.7% | 436,614 | +26.0% | 0.02% | +25.0% |
| Q2 2023 | $26,827,775 | +49.6% | 346,523 | +37.7% | 0.01% | +33.3% |
| Q1 2023 | $17,933,344 | -51.8% | 251,661 | -55.2% | 0.01% | -52.6% |
| Q4 2022 | $37,213,380 | +326.1% | 561,203 | +296.8% | 0.02% | +280.0% |
| Q3 2022 | $8,734,000 | +75.5% | 141,421 | +88.6% | 0.01% | +66.7% |
| Q2 2022 | $4,978,000 | +397.8% | 74,976 | +493.7% | 0.00% | +200.0% |
| Q1 2022 | $1,000,000 | +47.7% | 12,628 | +57.3% | 0.00% | – |
| Q4 2021 | $677,000 | – | 8,028 | – | 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% |