ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298 | -21.4% | 3,958 | -19.3% | 0.00% | -50.0% |
| Q2 2023 | $379 | +8.0% | 4,902 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $351 | +5.4% | 4,930 | -1.9% | 0.00% | 0.0% |
| Q4 2022 | $333 | -99.9% | 5,025 | -15.3% | 0.00% | 0.0% |
| Q3 2022 | $366,000 | -7.3% | 5,930 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $395,000 | -33.8% | 5,956 | -21.0% | 0.00% | -33.3% |
| Q1 2022 | $597,000 | -1.8% | 7,536 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $608,000 | +18.5% | 7,208 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $513,000 | -18.1% | 6,790 | -18.6% | 0.00% | 0.0% |
| Q2 2021 | $626,000 | -69.5% | 8,339 | -71.8% | 0.00% | -72.7% |
| Q1 2021 | $2,050,000 | +12.8% | 29,588 | +5.8% | 0.01% | 0.0% |
| Q4 2020 | $1,817,000 | +19.7% | 27,979 | +7.2% | 0.01% | +10.0% |
| Q3 2020 | $1,518,000 | +31.8% | 26,099 | +22.5% | 0.01% | +11.1% |
| Q2 2020 | $1,152,000 | – | 21,301 | – | 0.01% | – |
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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% |