ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $473,732 | -2.6% | 6,282,081 | 0.0% | 15.12% | +0.2% |
| Q2 2023 | $486,359 | +8.6% | 6,282,081 | 0.0% | 15.09% | +1.2% |
| Q1 2023 | $447,661 | +7.5% | 6,282,081 | 0.0% | 14.92% | -5.2% |
| Q4 2022 | $416,565 | -99.9% | 6,282,081 | 0.0% | 15.74% | -7.8% |
| Q3 2022 | $387,981,000 | -7.0% | 6,282,081 | 0.0% | 17.06% | -3.4% |
| Q2 2022 | $417,067,000 | -16.2% | 6,282,081 | 0.0% | 17.65% | -0.5% |
| Q1 2022 | $497,792,000 | -6.0% | 6,282,081 | 0.0% | 17.74% | +4.6% |
| Q4 2021 | $529,768,000 | +11.8% | 6,282,081 | 0.0% | 16.97% | -2.6% |
| Q3 2021 | $473,857,000 | +0.4% | 6,282,081 | 0.0% | 17.42% | -3.5% |
| Q2 2021 | $471,742,000 | +8.4% | 6,282,081 | 0.0% | 18.05% | -9.0% |
| Q1 2021 | $435,160,000 | +6.7% | 6,282,081 | 0.0% | 19.83% | +11.3% |
| Q4 2020 | $407,854,000 | +11.5% | 6,282,081 | 0.0% | 17.81% | +13.1% |
| Q3 2020 | $365,743,000 | +7.6% | 6,282,081 | 0.0% | 15.76% | -3.8% |
| Q2 2020 | $339,831,000 | – | 6,282,081 | – | 16.37% | – |
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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% |