Bank of Italy SUSL — ISHARES TR

Ownership history in Bank of Italy  ·  25 quarters on record

AI Ownership Summary

Bank of Italy reported ISHARES TR (SUSL) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 13.35% in 2024 Q3. The latest visible filing shows SUSL at 5.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank of Italy's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SUSL was reported at 5.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUSL stock page Bank of Italy fund profile Bank of Italy full holdings
How Bank of Italy held SUSL — position size vs. price
% of Fund (quarterly)    SUSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 887,779 — 0% 5.37% $118K 2026-07-31 $132.92
2026 Q1 UNCHANGED — — — 887,779 — 0% 4.56% $101K 2026-04-23 $123.63
2025 Q4 UNCHANGED — — — 887,779 — 0% 4.68% $108K 2026-01-27 $123.66
2025 Q3 REDUCED 46.3% +4.8% ❌ 887,779 -765,406 -46.3% 5.00% $104K 2025-11-04 $118.72
2025 Q2 UNCHANGED — — — 1,653,185 — 0% 8.65% $179K 2025-07-15 $108.19
2025 Q1 UNCHANGED — — — 1,653,185 — 0% 8.37% $158K 2025-04-23 $91.14
2024 Q4 REDUCED 48.4% -6.8% ✅ 1,653,185 -1,548,347 -48.4% 8.46% $170K 2025-01-14 $100.65
2024 Q3 UNCHANGED — — — 3,201,532 — 0% 13.35% $325K 2024-10-10 $100.00
2024 Q2 REDUCED 35.4% +4.5% ❌ 3,201,532 -1,753,719 -35.4% 11.83% $312K 2024-07-18 $96.50
2024 Q1 UNCHANGED — — — 4,955,251 — 0% 12.87% $465K 2024-04-30 $87.59
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUSL

As of 2026 Q2 — sorted by position size

Xena Financial Planning, LLC 8.96% W ADVISORS, LLC 3Y 2.84% Ellevest, Inc. 3Y 7Y 2.55% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 2.33% SK Wealth Management, LLC 1.53% Obsido Oy 0.98% One Wealth Advisors, LLC 3Y 7Y 0.9% Omega Financial Group, LLC 3Y 7Y 0.73% Values Added Financial LLC 3Y 0.67% GTS FINANCIAL, LLC 0.6%

FAQ About Bank of Italy and SUSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank of Italy reported owning SUSL?

Bank of Italy reported SUSL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SUSL position in Bank of Italy's portfolio?

The largest reported portfolio weight for SUSL was 13.35% in 2024 Q3.

What is the latest reported SUSL position on this page?

The most recent filing on this page is 2026 Q2, when Bank of Italy reported 887,779 shares, equal to 5.37% of portfolio, with an estimated market value of $118K.

What does the chart on this SUSL ownership page compare?

The chart compares Bank of Italy's quarterly SUSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank of Italy time their SUSL position?

Based on 13F filing dates vs. subsequent SUSL price moves, Bank of Italy correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SUSL relative to SPY over the holding period was +0.5%.

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