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 | $1,261,383 | -45.7% | 16,727 | -44.3% | 0.00% | – |
| Q2 2023 | $2,324,768 | +143.8% | 30,028 | +124.4% | 0.00% | – |
| Q1 2023 | $953,388 | -46.4% | 13,379 | -50.1% | 0.00% | – |
| Q4 2022 | $1,779,429 | +45.4% | 26,835 | +35.4% | 0.00% | – |
| Q3 2022 | $1,224,000 | +37.1% | 19,813 | +47.3% | 0.00% | – |
| Q2 2022 | $893,000 | -36.5% | 13,448 | -24.2% | 0.00% | – |
| Q1 2022 | $1,406,000 | -74.9% | 17,746 | -73.3% | 0.00% | – |
| Q4 2021 | $5,598,000 | +95.3% | 66,386 | +74.6% | 0.00% | – |
| Q3 2021 | $2,867,000 | +55.3% | 38,011 | +42.6% | 0.00% | – |
| Q1 2021 | $1,846,000 | -21.3% | 26,650 | -26.2% | 0.00% | – |
| Q4 2020 | $2,346,000 | +2.8% | 36,122 | -7.8% | 0.00% | – |
| Q3 2020 | $2,282,000 | +31.8% | 39,199 | +22.4% | 0.00% | – |
| Q2 2020 | $1,732,000 | – | 32,018 | – | 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% |