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SUSLSUSL
5 quarters

Position history for Pathstone Holdings, LLCPathstone Holdings, LLC's holdings in ISHARES TR

Pathstone Holdings, LLC holds 145,170 shares of SUSL (ISHARES TR), worth $19.3M as of 2026-Q2. The position was increased (+26.8% shares). SUSL represents 0.1% of Pathstone Holdings, LLC's portfolio.

Current Value

$19.3M

Current Shares

145,170

Total Value Change

+$10.9M

Total Shares Change

+67,838

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
145,170
+26.8%
$19.3M0.1%$132.76
35
2026-Q1
Increased
114,456
+14.8%
$13M0.1%$119.56
32
2025-Q4
Increased
99,715
+27.5%
$12.1M0.0%$122.22
35
2025-Q3
Increased
78,232
+1.2%
$9.2M0.0%$115.93
28
2025-Q2
New
77,332
-
$8.4M0.0%$107.37
38

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

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