SUSA ISHARES TR

Ownership history in Sharper & Granite LLC  ·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported ISHARES TR (SUSA) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2024 Q4. The latest visible filing shows SUSA at 0.19% 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 SUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite LLC'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 Q1

SUSA was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How Sharper & Granite LLC held SUSA — position size vs. price
% of Fund (quarterly)    SUSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,210 -142 -3.3% 0.19% $556K 2026-04-08 $137.40
2025 Q4 ADDED 4,352 +105 +2.5% 0.21% $606K 2026-01-27 $142.28
2025 Q3 REDUCED 4,247 -2,110 -33.2% 0.21% $576K 2025-10-16 $133.75
2025 Q2 REDUCED 6,357 -602 -8.7% 0.31% $809K 2025-07-31 $127.65
2025 Q1 ADDED 6,959 +180 +2.7% 0.33% $799K 2025-04-30 $113.73
2024 Q4 ADDED 6,779 +270 +4.1% 0.36% $824K 2025-01-14 $119.83
2024 Q3 ADDED 6,509 +55 +0.9% 0.35% $783K 2024-10-31 $116.24
2024 Q2 REDUCED 6,454 -65 -1.0% 0.35% $725K 2024-08-12 $109.44
2024 Q1 REDUCED 6,519 -304 -4.5% 0.34% $701K 2024-04-18 $100.95
2023 Q4 ADDED 6,823 +940 +16.0% 0.35% $686K 2024-01-19 $99.02
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and SUSA

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

How long has Sharper & Granite LLC reported owning SUSA?

Sharper & Granite LLC reported SUSA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SUSA position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for SUSA was 0.36% in 2024 Q4.

What is the latest reported SUSA position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 4,210 shares, equal to 0.19% of portfolio, with an estimated market value of $556K.

What does the chart on this SUSA ownership page compare?

The chart compares Sharper & Granite LLC's quarterly SUSA 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.

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