ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,979,358 | -3.6% | 105,813 | -1.1% | 0.54% | -0.2% |
| Q2 2023 | $8,281,075 | +7.0% | 106,963 | -1.5% | 0.55% | +4.4% |
| Q1 2023 | $7,739,477 | +0.6% | 108,609 | -6.4% | 0.52% | -4.0% |
| Q4 2022 | $7,694,612 | +43.2% | 116,040 | +33.4% | 0.54% | +36.9% |
| Q3 2022 | $5,374,000 | -49.0% | 87,008 | -45.1% | 0.40% | -48.3% |
| Q2 2022 | $10,531,000 | +252.3% | 158,616 | +320.2% | 0.77% | +283.1% |
| Q1 2022 | $2,989,000 | – | 37,748 | – | 0.20% | – |
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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% |