ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 61 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,251,797 | +6.1% | 69,355 | +8.4% | 2.16% | +8.8% |
| Q2 2023 | $4,951,861 | +8.2% | 63,961 | -0.4% | 1.98% | -21.1% |
| Q1 2023 | $4,576,175 | +17.7% | 64,218 | +9.5% | 2.52% | -5.6% |
| Q4 2022 | $3,888,352 | -1.3% | 58,639 | +1.6% | 2.66% | +28.6% |
| Q3 2022 | $3,939,000 | +2.7% | 57,710 | -0.1% | 2.07% | -9.4% |
| Q2 2022 | $3,836,000 | -99.9% | 57,774 | -4.8% | 2.29% | +11.5% |
| Q1 2022 | $4,808,100,000 | -5.5% | 60,716 | +0.7% | 2.05% | +2.0% |
| Q4 2021 | $5,086,583,000 | +12.7% | 60,289 | +0.8% | 2.01% | +5.6% |
| Q3 2021 | $4,515,126,000 | +1.6% | 59,803 | +1.0% | 1.90% | +5.7% |
| Q2 2021 | $4,445,373,000 | +27.8% | 59,198 | +10.5% | 1.80% | +9.6% |
| Q4 2020 | $3,479,177,000 | +11.5% | 53,567 | -0.1% | 1.64% | +0.3% |
| Q3 2020 | $3,119,541,000 | +20.0% | 53,628 | +11.6% | 1.64% | +3.2% |
| Q2 2020 | $2,599,279,000 | +20.7% | 48,050 | +0.6% | 1.59% | -5.1% |
| Q1 2020 | $2,152,997,000 | – | 47,760 | – | 1.67% | – |
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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% |