ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 54 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,971,178 | -13.1% | 26,289 | -11.3% | 0.04% | -6.5% |
| Q2 2023 | $2,268,670 | +4.4% | 29,629 | -2.3% | 0.05% | +9.5% |
| Q1 2023 | $2,173,378 | -1.3% | 30,321 | -7.8% | 0.04% | -6.7% |
| Q4 2022 | $2,201,980 | -30.3% | 32,890 | -36.1% | 0.04% | -38.4% |
| Q3 2022 | $3,161,000 | -28.6% | 51,506 | -20.5% | 0.07% | -25.5% |
| Q2 2022 | $4,428,000 | -17.1% | 64,761 | -7.2% | 0.10% | -6.7% |
| Q1 2022 | $5,343,000 | -6.5% | 69,766 | +0.0% | 0.10% | +7.1% |
| Q4 2021 | $5,717,000 | +18.9% | 69,735 | +11.9% | 0.10% | +12.6% |
| Q3 2021 | $4,808,000 | +7.8% | 62,329 | +6.6% | 0.09% | +8.8% |
| Q2 2021 | $4,461,000 | +58.0% | 58,484 | +43.5% | 0.08% | -25.9% |
| Q1 2021 | $2,823,000 | +45.7% | 40,745 | +36.6% | 0.11% | +40.3% |
| Q4 2020 | $1,937,000 | +52.4% | 29,819 | +36.5% | 0.08% | +30.5% |
| Q3 2020 | $1,271,000 | +20.8% | 21,852 | +12.4% | 0.06% | -10.6% |
| Q2 2020 | $1,052,000 | – | 19,445 | – | 0.07% | – |
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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% |