United Asset Strategies, Inc. - ISHARES TR ownership

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
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$394,388
+6.6%
5,230
+9.5%
0.05%
+10.9%
Q2 2023$369,829
-45.2%
4,777
-23.3%
0.05%
-48.3%
Q1 2023$674,534
+115.1%
6,232
+31.8%
0.09%
+102.3%
Q4 2022$313,609
+41.3%
4,729
+31.6%
0.04%
+29.4%
Q3 2022$222,000
+2.3%
3,593
+10.0%
0.03%
+6.2%
Q2 2022$217,000
-13.5%
3,265
+2.8%
0.03%0.0%
Q1 2022$251,000
+7.3%
3,175
+14.5%
0.03%
+14.3%
Q4 2021$234,000
+15.8%
2,773
-5.0%
0.03%
-3.4%
Q1 2021$202,0002,9190.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 27,632,094$2,188,186,00027.87%
Bank of Italy 6,282,081$497,792,00017.74%
Mizuho Bank, Ltd. 1,200,000$95,028,00012.88%
SWISS RE LTD 409,155$32,421,0005.70%
Northland Capital Management LLC 37,374$2,960,0002.94%
Goodwin Investment Advisory 47,769$3,782,0002.59%
RPg Family Wealth Advisory, LLC 60,716$4,808,100,0002.05%
W ADVISORS, LLC 24,989$1,979,0001.50%
BLUESTEM FINANCIAL ADVISORS, LLC 22,383$1,772,0001.11%
First Ascent Asset Management, LLC 70,915$5,616,0001.01%
View complete list of ISHARES TR shareholders