SUSC β€” ISHARES TR

Ownership history in Vontobel Holding Ltd.  Β·  13 quarters on record

AI Ownership Summary

Vontobel Holding Ltd. reported ISHARES TR (SUSC) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows SUSC at 0.01% 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 SUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vontobel Holding Ltd.'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
2025 Q3

SUSC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

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 2025 Q3

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 Vontobel Holding Ltd. held SUSC β€” position size vs. price
% of Fund (quarterly)    SUSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 77,813 +6,074 +8.5% 0.01% $1.8M 2025-10-15 $23.16
2025 Q2 ADDED 71,739 +143 +0.2% 0.01% $1.7M 2025-07-23 $22.33
2025 Q1 REDUCED 71,596 -12,568 -14.9% 0.01% $1.7M 2025-04-28 $21.98
2024 Q4 ADDED 84,164 +5,350 +6.8% 0.01% $1.9M 2025-01-30 $21.66
2024 Q3 ADDED 78,814 +2,758 +3.6% 0.01% $1.9M 2024-10-16 $22.05
2024 Q2 REDUCED 76,056 -27,237 -26.4% 0.01% $1.7M 2024-08-13 $21.72
2024 Q1 ADDED 103,293 +6,204 +6.4% 0.02% $2.4M 2024-05-10 $20.73
2023 Q4 ADDED 97,089 +2,969 +3.2% 0.01% $2.3M 2024-01-30 $20.99
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SUSC

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.05% MJT & Associates Financial Advisory Group, Inc. 0.01% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Vontobel Holding Ltd. and SUSC

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

How long has Vontobel Holding Ltd. reported owning SUSC?

Vontobel Holding Ltd. reported SUSC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SUSC position in Vontobel Holding Ltd.'s portfolio?

The largest reported portfolio weight for SUSC was 0.02% in 2024 Q1.

What is the latest reported SUSC position on this page?

The most recent filing on this page is 2025 Q3, when Vontobel Holding Ltd. reported 77,813 shares, equal to 0.01% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SUSC ownership page compare?

The chart compares Vontobel Holding Ltd.'s quarterly SUSC 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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