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SUSLSUSL
20 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in ISHARES TR

Allworth Financial LP holds 193,400 shares of SUSL (ISHARES TR), worth $25.7M as of 2026-Q2. The position was increased (+1.4% shares). SUSL represents 0.1% of Allworth Financial LP's portfolio.

Current Value

$25.7M

Current Shares

193,400

Total Value Change

+$25.4M

Total Shares Change

+190,170

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
193,400
+1.4%
$25.7M0.1%$132.76
35
2026-Q1
Decreased
190,807
-0.4%
$21.7M0.1%$119.56
0
2025-Q4
Decreased
191,568
-2.7%
$23.2M0.1%$122.22
0
2025-Q3
Increased
196,901
+3.8%
$23M0.1%$115.93
35
2025-Q2
Increased
189,743
+0.7%
$20.6M0.1%$107.37
29
2025-Q1
Increased
188,350
+0.9%
$17.7M0.1%$94.82
28
2024-Q4
Decreased
186,617
-4.4%
$20M0.1%$102.28
0
2024-Q3
Increased
195,138
+0.1%
$19.8M0.1%$99.86
34
2024-Q2
Increased
195,000
+2.0%
$19M0.1%$95.78
35
2024-Q1
Increased
191,218
+4.7%
$17.9M0.1%$92.05
35
2023-Q4
Increased
182,687
+8.8%
$15.4M0.1%$82.52
37
2023-Q3
Increased
167,854
+24.6%
$12.7M0.1%$73.51
41
2023-Q2
Increased
134,697
+19.4%
$10.4M0.1%$74.24
33
2023-Q1
Increased
112,858
+18.1%
$8M0.1%$68.01
32
2022-Q4
Increased
95,563
+11.6%
$6.3M0.1%$63.94
30
2022-Q3
Increased
85,620
+28.9%
$5.3M0.1%$60.25
34
2022-Q2
Increased
66,430
+13.7%
$4.4M0.1%$63.80
30
2022-Q1
Increased
58,429
+57.5%
$4.6M0.1%$76.51
38
2021-Q4
Increased
37,092
+1048.4%
$3.1M0.0%$80.36
43
2021-Q3
New
3,230
-
$244,0000.0%$72.37
32

Other major holders of SUSL: JPMORGAN CHASE & CO, MERCER GLOBAL ADVISORS INC /ADV

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