ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 61 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,229,560 | -34.4% | 16,305 | -32.7% | 0.15% | -34.8% |
| Q2 2023 | $1,874,338 | -10.7% | 24,210 | -17.8% | 0.23% | -13.7% |
| Q1 2023 | $2,098,821 | -10.4% | 29,453 | -16.6% | 0.26% | -17.3% |
| Q4 2022 | $2,342,003 | -15.4% | 35,319 | -21.2% | 0.32% | -20.7% |
| Q3 2022 | $2,768,000 | -32.5% | 44,819 | -27.4% | 0.40% | -35.3% |
| Q2 2022 | $4,101,000 | -15.8% | 61,764 | +0.4% | 0.62% | -11.9% |
| Q1 2022 | $4,872,000 | -59.5% | 61,529 | -56.8% | 0.70% | -56.1% |
| Q4 2021 | $12,016,000 | -1.0% | 142,415 | -11.4% | 1.60% | -3.7% |
| Q3 2021 | $12,138,000 | +0.2% | 160,769 | -0.3% | 1.66% | -6.2% |
| Q2 2021 | $12,111,000 | +8.4% | 161,284 | 0.0% | 1.78% | +9.6% |
| Q1 2021 | $11,175,000 | +6.7% | 161,284 | 0.0% | 1.62% | -1.3% |
| Q4 2020 | $10,475,000 | – | 161,284 | – | 1.64% | – |
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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% |