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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,248,726 | +288.5% | 29,820 | +298.8% | 1.05% | +295.9% |
| Q2 2023 | $578,869 | +8.0% | 7,477 | -7.3% | 0.27% | +10.8% |
| Q2 2022 | $536,000 | +43.7% | 8,070 | +64.7% | 0.24% | +60.0% |
| Q1 2022 | $373,000 | -9.7% | 4,901 | 0.0% | 0.15% | -1.3% |
| Q4 2021 | $413,000 | +11.6% | 4,901 | 0.0% | 0.15% | +7.0% |
| Q3 2021 | $370,000 | +0.5% | 4,901 | 0.0% | 0.14% | +1.4% |
| Q2 2021 | $368,000 | +8.2% | 4,901 | 0.0% | 0.14% | +4.5% |
| Q1 2021 | $340,000 | -18.3% | 4,901 | -23.5% | 0.13% | -20.7% |
| Q4 2020 | $416,000 | +14.9% | 6,405 | 0.0% | 0.17% | +1.2% |
| Q3 2020 | $362,000 | -73.4% | 6,405 | -74.6% | 0.17% | -74.2% |
| Q2 2020 | $1,363,000 | +24.0% | 25,200 | +3.4% | 0.65% | +7.7% |
| Q1 2020 | $1,099,000 | – | 24,376 | – | 0.60% | – |
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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% |