ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 116 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
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$245,000
+9.4%
9,353
+9.0%
0.03%
-6.7%
Q3 2020$224,000
+11.4%
8,578
+10.9%
0.03%
+3.4%
Q2 2020$201,0007,7350.03%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 464,557$12,097,0004.53%
Private Ocean, LLC 999,428$26,025,0003.41%
Prostatis Group LLC 135,052$3,516,7482.40%
Braun-Bostich & Associates Inc. 45,574$1,187,0002.16%
Arlington Financial Advisors, LLC 128,318$3,341,0001.27%
Opal Wealth Advisors, LLC 49,614$1,292,0001.20%
Wescott Financial Advisory Group, LLC 77,200$2,014,0001.19%
Better Money Decisions, LLC 41,858$1,090,0000.98%
Baldrige Asset Management LLC 86,344$2,248,0000.97%
Summit Wealth Group, LLC 24,236$631,0000.94%
View complete list of ISHARES TR shareholders