Orgel Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$944,360
-4.4%
12,523
-1.8%
0.03%
-3.0%
Q2 2023$987,802
+18.2%
12,759
+8.8%
0.03%
+10.0%
Q1 2023$835,595
-6.3%
11,726
-12.8%
0.03%
-11.8%
Q4 2022$892,068
+49.9%
13,453
+39.5%
0.03%
+17.2%
Q3 2022$595,0009,6410.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 26,717,889$1,773,801,00027.36%
Bank of Italy 6,282,081$417,067,00017.65%
SWISS RE LTD 409,155$27,164,0005.44%
Northland Capital Management LLC 40,427$2,684,0002.47%
RPg Family Wealth Advisory, LLC 57,774$3,836,0002.29%
55I, LLC 890,868$59,145,0001.66%
One Wealth Advisors, LLC 76,975$5,110,0001.37%
BLUESTEM FINANCIAL ADVISORS, LLC 26,891$1,785,0001.24%
Security Financial Services, INC. 57,198$3,797,0001.21%
First Ascent Asset Management, LLC 86,975$5,774,0001.09%
View complete list of ISHARES TR shareholders