ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,800,630 | -14.1% | 23,878 | -11.9% | 0.88% | -8.4% |
| Q2 2023 | $2,097,205 | +7.7% | 27,089 | -0.9% | 0.96% | +6.9% |
| Q1 2023 | $1,947,299 | +28.9% | 27,327 | +19.9% | 0.90% | +15.4% |
| Q4 2022 | $1,510,690 | +136.0% | 22,783 | +119.9% | 0.78% | +135.3% |
| Q3 2022 | $640,000 | -35.7% | 10,360 | -30.9% | 0.33% | -31.0% |
| Q2 2022 | $995,000 | +183.5% | 14,992 | +238.6% | 0.48% | +215.8% |
| Q1 2022 | $351,000 | +12.5% | 4,428 | +19.9% | 0.15% | +10.1% |
| Q4 2021 | $312,000 | – | 3,694 | – | 0.14% | – |
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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% |