SUSL ISHARES TR

Ownership history in Friedenthal Financial  ·  19 quarters on record

This page tracks every 13F SEC filing in which Friedenthal Financial 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
0.91% (2024 Q1)
Avg. % of fund
0.71%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,281 -599 -7.6% 0.45% $883K $120.96
2025 Q3 UNCHANGED 7,880 0% 0.48% $922K $116.40
2025 Q2 REDUCED 7,880 -6,410 -44.9% 0.47% $854K $107.47
2025 Q1 UNCHANGED 14,290 0% 0.82% $1.4M $94.79
2024 Q4 UNCHANGED 14,290 0% 0.86% $1.5M $101.67
2024 Q3 UNCHANGED 14,290 0% 0.85% $1.5M $99.86
2024 Q2 REDUCED 14,290 -1,545 -9.8% 0.87% $1.4M $95.53
2024 Q1 UNCHANGED 15,835 0% 0.91% $1.5M $91.81
2023 Q4 ADDED 15,835 +33 +0.2% 0.87% $1.3M $82.32
2023 Q3 ADDED 15,802 +329 +2.1% 0.81% $1.2M $73.33
9 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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