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SUSLSUSL
Showing 8 of 19 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TR

Yes. Integrated Wealth Concepts holds 41,383 shares of SUSL, worth $5.5M, as of its Q2 2026 13F filing. It reduced the position by 345 shares (-0.8%) from Q1 2026. Integrated Wealth Concepts has held SUSL since Q4 2021, across 19 quarterly 13F filings.

Current Value

$5.5M

Current Shares

41,383

Total Value Change

+$827,568

Total Shares Change

-4,583

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
41,383
-0.8%
$5.5M0.0%$132.44
0
2026-Q1
Decreased
41,728
-2.6%
$4.7M0.0%$119.56
0
2025-Q4
Decreased
42,861
-2.3%
$5.2M0.1%$122.22
0
2025-Q3
Decreased
43,883
-0.1%
$5.1M0.0%$115.93
0
2025-Q2
Increased
43,930
+0.5%
$4.8M0.0%$107.37
27
2025-Q1
Decreased
43,700
-3.3%
$4.2M0.0%$94.82
0
2024-Q4
Decreased
45,199
-1.7%
$4.7M0.1%$102.28
0
2024-Q3
Decreased
45,966
-0.2%
$4.7M0.1%$99.86
0

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

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