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 | $234,193 | +5.9% | 3,106 | +11.2% | 0.08% | +11.1% |
| Q2 2023 | $221,057 | -26.8% | 2,794 | -26.8% | 0.07% | -27.3% |
| Q1 2022 | $302,000 | -3.5% | 3,815 | +2.9% | 0.10% | 0.0% |
| Q4 2021 | $313,000 | +49.0% | 3,709 | +32.7% | 0.10% | +41.4% |
| Q3 2021 | $210,000 | 0.0% | 2,795 | 0.0% | 0.07% | -7.9% |
| Q2 2021 | $210,000 | +28.8% | 2,795 | +18.5% | 0.08% | +31.0% |
| Q1 2021 | $163,000 | +6.5% | 2,359 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $153,000 | +14.2% | 2,359 | +2.4% | 0.06% | -3.3% |
| Q3 2020 | $134,000 | +7.2% | 2,304 | 0.0% | 0.06% | +3.4% |
| Q2 2020 | $125,000 | +48.8% | 2,304 | +23.2% | 0.06% | +31.8% |
| Q1 2020 | $84,000 | +200.0% | 1,870 | +266.7% | 0.04% | +266.7% |
| Q4 2019 | $28,000 | – | 510 | – | 0.01% | – |
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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% |