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SUSLSUSL
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 29,219 shares of SUSL (ISHARES TR), worth $3.9M as of 2026-Q2. The position was increased (+2.7% shares). SUSL represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$3.9M

Current Shares

29,219

Total Value Change

+$1.6M

Total Shares Change

+6,756

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
29,219
+2.7%
$3.9M0.0%$132.76
27
2026-Q1
Decreased
28,459
-4.1%
$3.2M0.0%$119.56
0
2025-Q4
Decreased
29,684
-4.9%
$3.6M0.0%$122.22
0
2025-Q3
Decreased
31,200
-0.8%
$3.6M0.0%$115.93
0
2025-Q2
Decreased
31,443
-11.7%
$3.4M0.0%$107.37
0
2025-Q1
Increased
35,589
+59.3%
$3.4M0.0%$94.82
38
2024-Q4
Decreased
22,341
-0.5%
$2.3M0.0%$102.28
0
2024-Q3
Increased
22,463
+3.4%
$2.3M0.0%$99.86
27

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

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