AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

Back to all holdings Add to watchlist

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Links
Filings
External links
Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,155,887
+3.7%
12,847
+7.9%
0.01%0.0%
Q2 2023$1,114,429
+12.6%
11,901
+5.6%
0.01%
+8.3%
Q1 2023$989,582
+7.2%
11,275
+0.5%
0.01%0.0%
Q4 2022$923,181
-1.5%
11,215
-9.1%
0.01%
-14.3%
Q3 2022$937,000
-7.1%
12,343
-1.3%
0.01%
-6.7%
Q2 2022$1,009,000
-12.5%
12,504
+5.1%
0.02%
-6.2%
Q1 2022$1,153,000
-4.5%
11,894
+4.7%
0.02%
-11.1%
Q4 2021$1,207,000
+21.8%
11,355
+9.7%
0.02%
+5.9%
Q3 2021$991,000
+4.3%
10,352
+4.1%
0.02%0.0%
Q2 2021$950,000
+25.3%
9,940
+15.2%
0.02%
+6.2%
Q1 2021$758,000
+10.5%
8,632
+3.7%
0.02%0.0%
Q4 2020$686,000
-29.3%
8,327
+26.1%
0.02%0.0%
Q3 2020$970,000
+116.5%
6,601
+96.7%
0.02%
+23.1%
Q2 2020$448,000
+26.2%
3,356
+4.0%
0.01%
+18.2%
Q1 2020$355,000
-19.3%
3,228
-1.2%
0.01%
+10.0%
Q4 2019$440,000
+31.3%
3,268
+20.4%
0.01%
-28.6%
Q3 2019$335,000
+1.8%
2,715
+0.4%
0.01%
-6.7%
Q2 2019$329,000
+0.9%
2,703
-1.9%
0.02%
-11.8%
Q1 2019$326,000–2,756–0.02%–
 Download
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 250,287$20,603,61614.19%
SPINNAKER TRUST 974,344$80,2086.25%
Permanens Capital L.P. 138,418$11,394,5702.76%
Prostatis Group LLC 53,434$4,398,7162.68%
Colorado Capital Management, Inc. 21,595$2,5972.16%
PayPay Securities Corp 371$30,5412.05%
Money Design Co.,Ltd. 709,986$58,4462.00%
Corundum Group, Inc. 39,829$3,2791.85%
VERITY Wealth Advisors 22,538$1,855,3281.82%
SOA Wealth Advisors, LLC. 81,062$6,673,0551.80%
View complete list of ISHARES TR shareholders