COBBLESTONE CAPITAL ADVISORS LLC /NY/ - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 83 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$717,667
-1.7%
32,981
+2.8%
0.05%
+1.9%
Q2 2023$729,886
+6.9%
32,097
+8.1%
0.05%
+2.0%
Q1 2023$683,086
+32.4%
29,680
+28.3%
0.05%
+30.8%
Q4 2022$515,786
-5.9%
23,132
-8.1%
0.04%
-15.2%
Q3 2022$548,000
+7.0%
25,180
+13.7%
0.05%
+17.9%
Q2 2022$512,000
+4.9%
22,137
+13.9%
0.04%
+18.2%
Q1 2022$488,000
-6.5%
19,432
+1.5%
0.03%
-2.9%
Q4 2021$522,000
+8.5%
19,140
+9.5%
0.03%
+3.0%
Q3 2021$481,0000.0%17,479
+0.6%
0.03%0.0%
Q2 2021$481,000
+11.6%
17,370
+8.5%
0.03%
+6.5%
Q1 2021$431,000
+0.5%
16,010
+5.8%
0.03%
-6.1%
Q4 2020$429,000
+12.3%
15,137
+9.8%
0.03%0.0%
Q3 2020$382,000
+9.1%
13,780
+8.8%
0.03%
+3.1%
Q2 2020$350,000
+4.8%
12,665
-2.5%
0.03%
-11.1%
Q1 2020$334,000
-3.7%
12,995
-1.0%
0.04%
+16.1%
Q4 2019$347,000
+2.7%
13,120
+1.9%
0.03%
-8.8%
Q3 2019$338,00012,8700.03%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders