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 | $946,284 | -2.6% | 12,549 | 0.0% | 0.12% | -2.4% |
| Q2 2023 | $971,506 | +8.8% | 12,549 | +0.1% | 0.12% | +3.4% |
| Q1 2023 | $892,948 | +7.6% | 12,531 | +0.2% | 0.12% | +15.5% |
| Q4 2022 | $829,495 | +36.9% | 12,510 | +27.3% | 0.10% | +8.4% |
| Q3 2022 | $606,000 | -4.3% | 9,826 | +3.1% | 0.10% | -2.1% |
| Q2 2022 | $633,000 | -15.3% | 9,535 | +1.1% | 0.10% | +4.3% |
| Q1 2022 | $747,000 | +0.4% | 9,432 | +7.0% | 0.09% | +6.9% |
| Q4 2021 | $744,000 | -7.8% | 8,816 | -17.5% | 0.09% | -11.2% |
| Q3 2021 | $807,000 | +0.7% | 10,683 | +0.2% | 0.10% | -6.7% |
| Q2 2021 | $801,000 | +4.6% | 10,664 | -3.5% | 0.10% | -22.8% |
| Q1 2021 | $766,000 | +6.8% | 11,056 | +0.2% | 0.14% | -6.2% |
| Q4 2020 | $717,000 | +10.1% | 11,037 | -1.4% | 0.14% | -4.6% |
| Q3 2020 | $651,000 | +7.8% | 11,199 | +0.2% | 0.15% | +2.7% |
| Q2 2020 | $604,000 | +148.6% | 11,175 | +106.9% | 0.15% | +124.2% |
| Q1 2020 | $243,000 | – | 5,401 | – | 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% |