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 | $7,532,479 | -0.2% | 99,887 | +2.4% | 1.67% | +5.2% |
| Q2 2023 | $7,550,231 | -1.4% | 97,523 | -9.2% | 1.59% | -10.1% |
| Q1 2023 | $7,656,317 | +4.8% | 107,442 | -2.5% | 1.77% | +6.1% |
| Q4 2022 | $7,305,704 | +26.8% | 110,175 | +18.1% | 1.67% | -11.6% |
| Q3 2022 | $5,762,000 | +12.8% | 93,299 | +21.2% | 1.89% | +37.9% |
| Q2 2022 | $5,110,000 | +35.8% | 76,975 | +61.9% | 1.37% | +48.4% |
| Q1 2022 | $3,764,000 | +1610.9% | 47,533 | +1719.1% | 0.92% | +1546.4% |
| Q4 2021 | $220,000 | – | 2,613 | – | 0.06% | – |
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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% |