SUSL — ISHARES TR

Ownership history in NWAM LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which NWAM 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
0.08% (2023 Q1)
Avg. % of fund
0.04%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,436 — 0% 0.02% $287K $116.40
2025 Q2 UNCHANGED 2,436 — 0% 0.02% $273K $107.47
2025 Q1 REDUCED 2,436 -659 -21.3% 0.02% $233K $94.79
2024 Q4 UNCHANGED 3,095 — 0% 0.02% $319K $101.67
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUSL price (monthly, adj. close)

Other funds also holding SUSL

As of 2025 Q4 — sorted by position size

W ADVISORS, LLC 3Y 3.47% Ellevest, Inc. 3Y 7Y 2.49% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 2.3% SK Wealth Management, LLC 1.76% Obsido Oy 1.0% One Wealth Advisors, LLC 3Y 7Y 0.94% Omega Financial Group, LLC 3Y 7Y 0.83% Values Added Financial LLC 0.79% Bond & Devick Financial Network, Inc. 3Y 0.49% KICKSTAND VENTURES, LLC. 0.46%
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