13F

SUSA ISHARES ESG OPTIMIZED MSCI U

2026Q1 · CUSIP 464288802

🟡 Fading · Price holds, watch
Holders
516
Δ holders QoQ
-22
Breadth percentile
Top 93%
Whale holders
106
Δ whales
+4
Inst. holding value
$2.1B
New positions
25
Closed positions
47
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+14 · h=168 2018Q2: Δ+4 · h=172 2018Q3: Δ+7 · h=179 2018Q4: Δ+22 · h=201 2019Q1: Δ+6 · h=207 2019Q2: Δ+3 · h=210 2019Q3: Δ+16 · h=226 2019Q4: Δ+27 · h=253 2020Q1: Δ-6 · h=247 2020Q2: Δ+25 · h=272 2020Q3: Δ+23 · h=295 2020Q4: Δ+39 · h=334 2021Q1: Δ+20 · h=354 2021Q2: Δ+23 · h=377 2021Q3: Δ+12 · h=389 2021Q4: Δ+58 · h=447 2022Q1: Δ-12 · h=435 2022Q2: Δ-20 · h=415 2022Q3: Δ-20 · h=395 2022Q4: Δ+36 · h=431 2023Q1: Δ-3 · h=428 2023Q2: Δ+3 · h=431 2023Q3: Δ-11 · h=420 2023Q4: Δ+34 · h=454 2024Q1: Δ+0 · h=454 2024Q2: Δ-3 · h=451 2024Q3: Δ+7 · h=458 2024Q4: Δ+25 · h=483 2025Q1: Δ-8 · h=475 2025Q2: Δ+14 · h=489 2025Q3: Δ+12 · h=501 2025Q4: Δ+37 · h=538 2026Q1: Δ-22 · h=516 2018Q1: holders=168 2018Q2: holders=172 2018Q3: holders=179 2018Q4: holders=201 2019Q1: holders=207 2019Q2: holders=210 2019Q3: holders=226 2019Q4: holders=253 2020Q1: holders=247 2020Q2: holders=272 2020Q3: holders=295 2020Q4: holders=334 2021Q1: holders=354 2021Q2: holders=377 2021Q3: holders=389 2021Q4: holders=447 2022Q1: holders=435 2022Q2: holders=415 2022Q3: holders=395 2022Q4: holders=431 2023Q1: holders=428 2023Q2: holders=431 2023Q3: holders=420 2023Q4: holders=454 2024Q1: holders=454 2024Q2: holders=451 2024Q3: holders=458 2024Q4: holders=483 2025Q1: holders=475 2025Q2: holders=489 2025Q3: holders=501 2025Q4: holders=538 2026Q1: holders=516 -58 -29 +0 +29 +58 151358565 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 14 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 14%
2023Q4 Top 16%
2022Q4 Top 10%
2021Q4 Top 8%
2021Q3 Top 15%
2021Q2 Top 12%
2021Q1 Top 18%
2020Q4 Top 15%
2020Q3 Top 10%
2020Q2 Top 13%
2019Q4 Top 16%
2019Q3 Top 11%
2018Q4 Top 10%
2018Q1 Top 16%
Put holders / Call holders: 0 / 0