ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,346 | -5.7% | 3,130 | 0.0% | 0.18% | +1.1% |
| Q2 2023 | $250,744 | +13.2% | 3,130 | 0.0% | 0.18% | +7.3% |
| Q1 2023 | $221,416 | +3.4% | 3,130 | 0.0% | 0.16% | +2.5% |
| Q4 2022 | $214,217 | -8.8% | 3,130 | -17.7% | 0.16% | -21.1% |
| Q3 2022 | $235,000 | +13.5% | 3,802 | +24.3% | 0.20% | +26.7% |
| Q2 2022 | $207,000 | – | 3,059 | – | 0.16% | – |
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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% |