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 | $549,005 | -81.4% | 7,280 | -80.9% | 0.42% | -33.7% |
| Q2 2023 | $2,948,329 | -10.0% | 38,082 | -17.2% | 0.63% | +1.4% |
| Q1 2023 | $3,276,768 | -16.0% | 45,983 | -21.7% | 0.62% | -21.6% |
| Q4 2022 | $3,903,165 | +41.0% | 58,713 | +30.9% | 0.79% | +34.9% |
| Q3 2022 | $2,769,000 | +11.9% | 44,838 | +20.3% | 0.59% | +11.4% |
| Q2 2022 | $2,475,000 | -30.1% | 37,280 | -16.7% | 0.53% | -18.2% |
| Q1 2022 | $3,543,000 | – | 44,744 | – | 0.64% | – |
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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% |