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 | $372,452 | -2.8% | 4,939 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $383,304 | +8.9% | 4,951 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $351,883 | +7.6% | 4,938 | +0.1% | 0.00% | – |
| Q4 2022 | $326,975 | +4.8% | 4,931 | -2.5% | 0.00% | -100.0% |
| Q3 2022 | $312,000 | -79.0% | 5,056 | -77.4% | 0.00% | -50.0% |
| Q2 2022 | $1,484,000 | -14.8% | 22,347 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $1,742,000 | -15.5% | 21,991 | -10.0% | 0.00% | -33.3% |
| Q4 2021 | $2,061,000 | +517.1% | 24,439 | +451.9% | 0.00% | – |
| Q3 2021 | $334,000 | -7.2% | 4,428 | -7.7% | 0.00% | -100.0% |
| Q2 2021 | $360,000 | +19.6% | 4,796 | +10.3% | 0.00% | – |
| Q1 2021 | $301,000 | +10.3% | 4,349 | +3.6% | 0.00% | – |
| Q4 2020 | $273,000 | – | 4,198 | – | 0.00% | – |
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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% |