Omega Financial Group, LLC - ISHARES TR ownership

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
Omega Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$312,0003,6940.14%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 27,632,094$2,188,186,00027.87%
Bank of Italy 6,282,081$497,792,00017.74%
Mizuho Bank, Ltd. 1,200,000$95,028,00012.88%
SWISS RE LTD 409,155$32,421,0005.70%
Northland Capital Management LLC 37,374$2,960,0002.94%
Goodwin Investment Advisory 47,769$3,782,0002.59%
RPg Family Wealth Advisory, LLC 60,716$4,808,100,0002.05%
W ADVISORS, LLC 24,989$1,979,0001.50%
BLUESTEM FINANCIAL ADVISORS, LLC 22,383$1,772,0001.11%
First Ascent Asset Management, LLC 70,915$5,616,0001.01%
View complete list of ISHARES TR shareholders