Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 114 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,719,842
+0.7%
234,980
+3.4%
0.02%
+4.3%
Q2 2023$17,589,592
+7.0%
227,197
-1.5%
0.02%
-4.2%
Q1 2023$16,440,894
+30.7%
230,717
+21.6%
0.02%
+26.3%
Q4 2022$12,580,201
-16.1%
189,718
-21.9%
0.02%
-26.9%
Q3 2022$14,997,000
+112.7%
242,834
+128.6%
0.03%
+116.7%
Q2 2022$7,051,000
-8.1%
106,207
+9.6%
0.01%0.0%
Q1 2022$7,673,000
+273.7%
96,891
+298.2%
0.01%
+300.0%
Q4 2021$2,053,000
+615.3%
24,334
+451.5%
0.00%
+200.0%
Q4 2020$287,0004,4120.00%
Other shareholders
ISHARES TR shareholders Q3 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