BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$72,870
+11.7%
7250.0%0.01%0.0%
Q3 2023$65,228
-3.9%
7250.0%0.01%0.0%
Q2 2023$67,889
+6.7%
7250.0%0.01%0.0%
Q1 2023$63,633
-7.2%
725
-13.0%
0.01%0.0%
Q4 2022$68,573
+8.8%
8330.0%0.01%
-33.3%
Q3 2022$63,000
-6.0%
8330.0%0.01%0.0%
Q2 2022$67,000
-17.3%
8330.0%0.01%0.0%
Q1 2022$81,000
+5.2%
833
+14.9%
0.01%
+12.5%
Q4 2021$77,000
+8.5%
725
-2.0%
0.01%0.0%
Q3 2021$71,0000.0%7400.0%0.01%0.0%
Q2 2021$71,000
+4.4%
740
-3.9%
0.01%0.0%
Q1 2021$68,0000.0%770
-6.6%
0.01%
-11.1%
Q4 2020$68,000
+11.5%
824
+100.0%
0.01%
+12.5%
Q3 2020$61,000
-23.8%
412
-31.4%
0.01%
-33.3%
Q2 2020$80,000
+21.2%
6010.0%0.01%0.0%
Q1 2020$66,000
-18.5%
6010.0%0.01%
+9.1%
Q4 2019$81,000
+9.5%
6010.0%0.01%0.0%
Q3 2019$74,0006010.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders