ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 91 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,235,744 | -2.6% | 16,387 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,268,682 | +8.6% | 16,387 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $1,167,738 | -11.8% | 16,387 | -17.9% | 0.02% | -17.4% |
| Q4 2022 | $1,323,747 | +7.4% | 19,963 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,233,000 | -6.9% | 19,963 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $1,325,000 | -16.2% | 19,963 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $1,581,000 | +7.8% | 19,963 | +14.8% | 0.02% | +9.1% |
| Q4 2021 | $1,467,000 | +11.7% | 17,388 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $1,313,000 | +94.5% | 17,388 | +93.4% | 0.02% | +109.1% |
| Q2 2021 | $675,000 | – | 8,992 | – | 0.01% | – |
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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% |