ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,462,422 | +17.4% | 32,518 | +20.1% | 0.17% | +12.2% |
| Q2 2023 | $2,096,766 | +328.4% | 27,083 | +294.3% | 0.15% | +289.5% |
| Q1 2023 | $489,414 | -41.7% | 6,868 | -45.8% | 0.04% | -53.7% |
| Q4 2022 | $839,816 | -7.3% | 12,665 | -13.7% | 0.08% | -13.7% |
| Q3 2022 | $906,000 | -70.8% | 14,678 | -68.6% | 0.10% | -67.6% |
| Q2 2022 | $3,107,000 | +288.9% | 46,805 | +363.6% | 0.29% | +337.3% |
| Q1 2022 | $799,000 | +20.7% | 10,096 | +28.5% | 0.07% | +19.6% |
| Q4 2021 | $662,000 | +11.8% | 7,854 | 0.0% | 0.06% | -16.4% |
| Q3 2021 | $592,000 | +0.5% | 7,854 | 0.0% | 0.07% | -5.6% |
| Q2 2021 | $589,000 | +8.3% | 7,854 | 0.0% | 0.07% | -18.4% |
| Q1 2021 | $544,000 | +14.0% | 7,854 | +6.8% | 0.09% | -13.0% |
| Q4 2020 | $477,000 | -36.1% | 7,357 | -42.7% | 0.10% | -45.4% |
| Q3 2020 | $746,000 | +7.5% | 12,835 | 0.0% | 0.18% | -8.5% |
| Q2 2020 | $694,000 | +17.8% | 12,835 | -1.8% | 0.20% | -0.5% |
| Q1 2020 | $589,000 | – | 13,068 | – | 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% |