BINGHAM OSBORN & SCARBOROUGH LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BINGHAM OSBORN & SCARBOROUGH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$586,000
-11.1%
6,105
-11.5%
0.04%
-12.8%
Q2 2021$659,000
+9.5%
6,897
+0.6%
0.05%
+2.2%
Q1 2021$602,000
+2.4%
6,855
-3.9%
0.05%
-2.1%
Q4 2020$588,000
+10.9%
7,136
+98.1%
0.05%
+17.5%
Q3 2020$530,000
+8.2%
3,603
-1.7%
0.04%
+2.6%
Q2 2020$490,000
+24.4%
3,666
+2.2%
0.04%0.0%
Q1 2020$394,000
-19.6%
3,588
-1.9%
0.04%
-2.5%
Q4 2019$490,000
+8.6%
3,658
+0.2%
0.04%0.0%
Q3 2019$451,000
+1.3%
3,6500.0%0.04%0.0%
Q2 2019$445,000
+3.2%
3,650
+0.1%
0.04%0.0%
Q1 2019$431,000
+61.4%
3,647
+40.8%
0.04%
+48.1%
Q4 2018$267,000
-13.6%
2,5910.0%0.03%0.0%
Q3 2018$309,000
+5.8%
2,5910.0%0.03%
-3.6%
Q2 2018$292,000
-2.0%
2,591
-3.7%
0.03%0.0%
Q1 2018$298,000
-0.3%
2,6910.0%0.03%
+3.7%
Q4 2017$299,000
+6.4%
2,6910.0%0.03%
+3.8%
Q3 2017$281,000
+2.2%
2,6910.0%0.03%0.0%
Q2 2017$275,000
+1.9%
2,691
-2.2%
0.03%
-3.7%
Q1 2017$270,000
+6.7%
2,7510.0%0.03%0.0%
Q4 2016$253,000
+1.2%
2,7510.0%0.03%
+3.8%
Q3 2016$250,000
+5.0%
2,7510.0%0.03%
-3.7%
Q2 2016$238,000
-1.7%
2,751
-3.2%
0.03%
-3.6%
Q1 2016$242,000
+2.1%
2,8410.0%0.03%
-3.4%
Q4 2015$237,000
+5.8%
2,8410.0%0.03%
+3.6%
Q3 2015$224,000
-7.4%
2,8410.0%0.03%
-3.4%
Q2 2015$242,000
-0.8%
2,8410.0%0.03%0.0%
Q1 2015$244,000
-0.4%
2,8410.0%0.03%
-3.3%
Q4 2014$245,000
-0.8%
2,841
-5.5%
0.03%
-3.2%
Q3 2014$247,0000.0%3,0050.0%0.03%
-6.1%
Q2 2014$247,000
-0.4%
3,005
-5.5%
0.03%
-5.7%
Q1 2014$248,000
+1.6%
3,1800.0%0.04%0.0%
Q4 2013$244,000
+0.4%
3,180
-7.3%
0.04%
-10.3%
Q3 2013$243,000
+4.7%
3,4300.0%0.04%
-2.5%
Q2 2013$232,0003,4300.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders