Diversified Trust Co - ISHARES TR ownership

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
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$304,189
+11.9%
3,6050.0%0.01%0.0%
Q3 2023$271,853
-2.6%
3,6050.0%0.01%0.0%
Q2 2023$279,099
+8.6%
3,6050.0%0.01%0.0%
Q1 2023$256,892
+105183.6%
3,605
-2.2%
0.01%0.0%
Q4 2022$244
-99.9%
3,6850.0%0.01%0.0%
Q3 2022$228,000
-6.9%
3,6850.0%0.01%0.0%
Q2 2022$245,000
-18.9%
3,685
-3.4%
0.01%
-9.1%
Q1 2022$302,000
-10.1%
3,815
-4.3%
0.01%0.0%
Q4 2021$336,000
+10.2%
3,985
-1.2%
0.01%0.0%
Q3 2021$305,000
+0.7%
4,0350.0%0.01%0.0%
Q2 2021$303,000
+8.2%
4,0350.0%0.01%0.0%
Q1 2021$280,0004,0350.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders