SUSL ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (SUSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2022 Q2)
Avg. % of fund
0.01%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,406 -721 -33.9% 0.00% $165K $116.40
2024 Q4 REDUCED 2,127 -148 -6.5% 0.00% $219K $101.67
2024 Q3 UNCHANGED 2,275 0% 0.00% $222K $99.86
2024 Q2 REDUCED 2,275 -1,073 -32.0% 0.00% $222K $95.53
2024 Q1 REDUCED 3,348 -278 -7.7% 0.01% $314K $91.81
2023 Q4 ADDED 3,626 +174 +5.0% 0.01% $306K $82.32
2023 Q3 REDUCED 3,452 -100 -2.8% 0.01% $260K $73.33
2023 Q2 REDUCED 3,552 -1,447 -28.9% 0.01% $275K $74.97
2023 Q1 REDUCED 4,999 -148 -2.9% 0.01% $356K $68.79
2022 Q4 ADDED 5,147 +73 +1.4% 0.01% $341K $63.77
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUSL price (monthly, adj. close)
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