ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,629,287 | +9.7% | 140,953 | +12.6% | 1.37% | +6.3% |
| Q2 2023 | $9,690,374 | +20.7% | 125,166 | +11.1% | 1.29% | +8.6% |
| Q1 2023 | $8,027,923 | +13.5% | 112,657 | +5.6% | 1.19% | +9.9% |
| Q4 2022 | $7,075,908 | +9.1% | 106,710 | +1.6% | 1.08% | -13.6% |
| Q3 2022 | $6,484,000 | +12.3% | 104,988 | +20.7% | 1.25% | +14.9% |
| Q2 2022 | $5,774,000 | +2.8% | 86,975 | +22.6% | 1.09% | +7.8% |
| Q1 2022 | $5,616,000 | +39.5% | 70,915 | +48.6% | 1.01% | +31.6% |
| Q4 2021 | $4,027,000 | +71.6% | 47,732 | +53.6% | 0.77% | +47.4% |
| Q3 2021 | $2,347,000 | – | 31,081 | – | 0.52% | – |
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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% |