55I, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 61 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$55,178,000
-6.7%
893,425
+0.3%
1.54%
-6.8%
Q2 2022$59,145,000
+56.2%
890,868
+86.3%
1.66%
+84.5%
Q1 2022$37,875,000
+628.4%
478,281
+676.0%
0.90%
+574.4%
Q4 2021$5,200,000
+73.9%
61,638
+55.7%
0.13%
+49.4%
Q3 2021$2,990,000
+10.4%
39,596
+9.8%
0.09%
-7.3%
Q2 2021$2,709,000
+4.4%
36,072
-3.7%
0.10%
-26.7%
Q1 2021$2,596,000
+11.8%
37,471
+4.8%
0.13%
-24.3%
Q4 2020$2,322,000
-79.1%
35,753
-81.3%
0.17%
-82.8%
Q3 2020$11,120,000
+3.1%
191,158
-4.1%
1.00%
-38.2%
Q2 2020$10,786,000
-14.9%
199,391
-23.1%
1.62%
-55.4%
Q1 2020$12,670,000259,3593.64%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders