United Asset Strategies, Inc. - ISHARES TR ownership

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
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 Q3 2023
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 30,241,405$2,095,427,00024.44%
Bank of Italy 6,282,081$435,160,00019.83%
True Link Financial Advisors, LLC 161,284$11,175,0001.62%
FUKOKU MUTUAL LIFE INSURANCE Co 128,000$8,867,0000.85%
FIRETHORN WEALTH PARTNERS, LLC 11,924$826,0000.77%
BLUESTEM FINANCIAL ADVISORS, LLC 10,545$731,0000.52%
Kalos Management, Inc. 8,210$594,0000.18%
PRIVATE CAPITAL MANAGEMENT LLC 4,766$330,0000.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 48,888$3,387,0000.16%
KB FINANCIAL PARTNERS, LLC 5,129$355,0000.15%
View complete list of ISHARES TR shareholders