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 | $410 | -3.3% | 5,441 | -0.5% | 0.12% | 0.0% |
| Q2 2023 | $424 | +5.5% | 5,471 | -3.0% | 0.12% | -0.8% |
| Q1 2023 | $402 | +4.1% | 5,640 | -3.0% | 0.12% | -10.6% |
| Q4 2022 | $386 | -99.9% | 5,815 | -0.7% | 0.13% | +2.3% |
| Q3 2022 | $362,000 | -9.7% | 5,857 | -3.0% | 0.13% | -7.2% |
| Q2 2022 | $401,000 | -15.9% | 6,038 | +0.2% | 0.14% | +5.3% |
| Q1 2022 | $477,000 | -8.1% | 6,026 | -2.0% | 0.13% | -11.4% |
| Q4 2021 | $519,000 | +20.1% | 6,149 | +7.5% | 0.15% | -5.7% |
| Q3 2021 | $432,000 | +13.1% | 5,719 | +12.5% | 0.16% | +9.7% |
| Q2 2021 | $382,000 | +7.6% | 5,084 | -0.9% | 0.14% | -4.6% |
| Q1 2021 | $355,000 | – | 5,129 | – | 0.15% | – |
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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% |