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 | $474,851 | -16.3% | 6,297 | -14.1% | 0.36% | -13.9% |
| Q2 2023 | $567,629 | +7.0% | 7,332 | -0.4% | 0.42% | +1.9% |
| Q1 2023 | $530,644 | -28.2% | 7,359 | -34.0% | 0.42% | -33.6% |
| Q4 2022 | $739,477 | -2.4% | 11,152 | -9.2% | 0.62% | -11.3% |
| Q3 2022 | $758,000 | -37.0% | 12,280 | -27.0% | 0.70% | -27.8% |
| Q2 2022 | $1,204,000 | -7.5% | 16,823 | +2.4% | 0.98% | -0.8% |
| Q1 2022 | $1,301,000 | +37.2% | 16,433 | +46.2% | 0.98% | +38.9% |
| Q4 2021 | $948,000 | +5.5% | 11,241 | -6.1% | 0.71% | -5.7% |
| Q2 2021 | $899,000 | +8.8% | 11,968 | +0.4% | 0.75% | -2.2% |
| Q1 2021 | $826,000 | +6.3% | 11,924 | -0.3% | 0.77% | -8.5% |
| Q4 2020 | $777,000 | – | 11,961 | – | 0.84% | – |
Download | ||||||
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% |