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 | $3,343,709 | +3.2% | 44,326 | +5.6% | 0.01% | -16.7% |
| Q2 2023 | $3,240,074 | +2.6% | 41,956 | -5.4% | 0.01% | 0.0% |
| Q1 2023 | $3,158,334 | -31.1% | 44,341 | -35.8% | 0.01% | -33.3% |
| Q4 2022 | $4,582,938 | +79.1% | 69,116 | +66.9% | 0.01% | +50.0% |
| Q3 2022 | $2,559,000 | +26.2% | 41,418 | +35.8% | 0.01% | +50.0% |
| Q2 2022 | $2,027,000 | -30.7% | 30,497 | +17.5% | 0.00% | -33.3% |
| Q1 2022 | $2,926,000 | +46.5% | 25,956 | +9.7% | 0.01% | +50.0% |
| Q4 2021 | $1,997,000 | +39.2% | 23,651 | +24.4% | 0.00% | +33.3% |
| Q3 2021 | $1,435,000 | +6.5% | 19,013 | +5.9% | 0.00% | 0.0% |
| Q2 2021 | $1,347,000 | +12.7% | 17,948 | +4.1% | 0.00% | 0.0% |
| Q1 2021 | $1,195,000 | +39.8% | 17,240 | +31.1% | 0.00% | +50.0% |
| Q4 2020 | $855,000 | +23.9% | 13,150 | +10.8% | 0.00% | 0.0% |
| Q3 2020 | $690,000 | +43.8% | 11,870 | +33.9% | 0.00% | 0.0% |
| Q2 2020 | $480,000 | +255.6% | 8,862 | +196.2% | 0.00% | +100.0% |
| Q1 2020 | $135,000 | – | 2,992 | – | 0.00% | – |
Download | ||||||
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% |