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 ↓
Francis Financial, Inc. 405,128$9,747,3816.60%
First Pacific Financial 560,686$13,490,0856.24%
Private Ocean, LLC 1,080,383$25,994,0173.46%
Milestone Investment Advisors LLC 403,796$9,715,3233.00%
Laurel Wealth Planning LLC 153,970$3,7052.45%
Braun-Bostich & Associates Inc. 42,286$1,017,4012.41%
Integris Wealth Management, LLC 242,027$5,823,1702.14%
Summit Wealth Group, LLC 2,093,966$872.08%
IMPACTfolio, LLC 95,761$2,304,0101.93%
Better Money Decisions, LLC 83,753$2,015,0901.70%
View complete list of ISHARES TR shareholders