ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 109 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,645 | -14.9% | 9,662 | -13.0% | 0.10% | -14.3% |
| Q2 2023 | $859,440 | +4.1% | 11,101 | -4.2% | 0.11% | +3.7% |
| Q1 2023 | $825,476 | +7.6% | 11,584 | +0.2% | 0.11% | +3.8% |
| Q4 2022 | $766,875 | +8.6% | 11,565 | +1.1% | 0.10% | +2.0% |
| Q3 2022 | $706,000 | -1.3% | 11,435 | +6.2% | 0.10% | +9.7% |
| Q2 2022 | $715,000 | -11.2% | 10,770 | +5.9% | 0.09% | +4.5% |
| Q1 2022 | $805,000 | -14.5% | 10,167 | -8.9% | 0.09% | -11.0% |
| Q4 2021 | $941,000 | +52.8% | 11,157 | +36.6% | 0.10% | +35.1% |
| Q3 2021 | $616,000 | +104.0% | 8,165 | +103.2% | 0.07% | +94.7% |
| Q2 2021 | $302,000 | +17.1% | 4,018 | +8.1% | 0.04% | +11.8% |
| Q1 2021 | $258,000 | – | 3,718 | – | 0.03% | – |
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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% |