SUSL — ISHARES TR

Ownership history in Obsido Oy  ·  4 quarters on record

This page tracks every 13F SEC filing in which Obsido Oy 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
1.01% (2025 Q1)
Avg. % of fund
0.98%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,367 +1,001 +8.1% 1.00% $1.6M $121.27
2025 Q3 ADDED 12,366 +719 +6.2% 0.96% $1.4M $116.70
2025 Q2 ADDED 11,647 +709 +6.5% 0.96% $1.3M $107.74
2025 Q1 INITIATED 10,938 — — 1.01% $1.1M $95.03
% 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% 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% Friedenthal Financial 3Y 7Y 0.45%
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