ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,434 | -37.9% | 8,015 | -36.2% | 0.00% | -50.0% |
| Q2 2023 | $972,574 | -16.0% | 12,562 | -22.6% | 0.00% | -20.0% |
| Q1 2023 | $1,157,205 | +11.5% | 16,239 | +3.7% | 0.01% | 0.0% |
| Q4 2022 | $1,038,122 | +84.4% | 15,656 | +71.8% | 0.01% | +66.7% |
| Q3 2022 | $563,000 | -3.4% | 9,111 | +3.8% | 0.00% | -25.0% |
| Q2 2022 | $583,000 | -14.4% | 8,775 | +2.1% | 0.00% | 0.0% |
| Q1 2022 | $681,000 | +5.4% | 8,594 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $646,000 | +14.5% | 7,653 | +2.4% | 0.00% | -20.0% |
| Q3 2021 | $564,000 | -1.9% | 7,475 | -2.3% | 0.01% | 0.0% |
| Q2 2021 | $575,000 | +44.8% | 7,652 | +33.7% | 0.01% | +25.0% |
| Q1 2021 | $397,000 | – | 5,725 | – | 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% |