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SUSLSUSL
Showing 8 of 21 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES TR

Yes. Creative Planning holds 198,802 shares of SUSL, worth $26.4M, as of its Q2 2026 13F filing. It reduced the position by 6,554 shares (-3.2%) from Q1 2026. Creative Planning has held SUSL since Q4 2021, across 19 quarterly 13F filings.

Current Value

$26.4M

Current Shares

198,802

Total Value Change

+$4.7M

Total Shares Change

-14,693

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
198,802
-3.2%
$26.4M0.0%$132.76
0
2026-Q1
Increased
205,356
+1.4%
$23.3M0.0%$119.56
29
2025-Q4
Decreased
202,524
-1.1%
$24.6M0.0%$122.22
0
2025-Q3
Decreased
204,873
-6.0%
$24M0.0%$115.93
0
2025-Q2
Decreased
217,973
-3.3%
$23.6M0.0%$107.37
0
2025-Q1
Increased
225,355
+6.4%
$21.6M0.0%$94.82
30
2024-Q4
Decreased
211,766
-0.8%
$21.8M0.0%$102.28
0
2024-Q3
Decreased
213,495
-0.3%
$21.7M0.0%$99.86
0

Other major holders of SUSL: WELLS FARGO & COMPANY/MN, MERCER GLOBAL ADVISORS INC /ADV

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