FundX Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FundX Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$4,794,000
+206.1%
45,124
+176.4%
1.17%
+57.6%
Q3 2021$1,566,000
-38.8%
16,3240.0%0.74%
+179.2%
Q2 2021$2,558,000
+78.4%
16,3240.0%0.26%
-67.2%
Q1 2021$1,434,000
+6.7%
16,3240.0%0.81%
+44.2%
Q4 2020$1,344,000
+11.9%
16,324
+100.0%
0.56%
+21.4%
Q3 2020$1,201,000
+10.0%
8,1620.0%0.46%
+0.2%
Q2 2020$1,092,000
+21.9%
8,1620.0%0.46%
+40.1%
Q1 2020$896,000
-18.1%
8,1620.0%0.33%
+11.5%
Q4 2019$1,094,000
+8.4%
8,1620.0%0.30%
-17.6%
Q3 2019$1,009,000
+1.4%
8,1620.0%0.36%
-12.9%
Q2 2019$995,000
+3.1%
8,1620.0%0.41%
+25.3%
Q1 2019$965,000
+0.1%
8,162
-12.6%
0.33%
-8.6%
Q4 2018$964,000
-13.5%
9,3420.0%0.36%
-41.6%
Q3 2018$1,115,000
+5.8%
9,3420.0%0.62%
+17.8%
Q2 2018$1,054,000
+1.7%
9,3420.0%0.52%
-4.0%
Q1 2018$1,036,000
-4.1%
9,342
-3.9%
0.54%0.0%
Q4 2017$1,080,000
+6.3%
9,7220.0%0.54%
+27.4%
Q3 2017$1,016,000
-21.0%
9,722
-22.7%
0.43%
-18.5%
Q2 2017$1,286,000
+1.1%
12,571
-2.9%
0.52%
-2.1%
Q1 2017$1,272,000
+6.8%
12,9420.0%0.54%
+28.3%
Q4 2016$1,191,000
-36.1%
12,942
-36.8%
0.42%
-12.4%
Q3 2016$1,863,000
+23.2%
20,487
+17.2%
0.48%
+25.9%
Q2 2016$1,512,000
+82.8%
17,487
+82.1%
0.38%
+52.4%
Q4 2014$827,0009,6030.25%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 110,751$10,643,0008.63%
SPINNAKER TRUST 1,040,357$99,396,0006.92%
Roof Eidam Maycock Peralta, LLC 163,007$15,574,0005.81%
Prostatis Group LLC 64,499$6,162,2644.21%
C-J Advisory, Inc. 62,564$5,977,0003.21%
Consolidated Planning Corp 34,070$3,255,0002.41%
Stewardship Advisors, LLC 63,439$6,061,0002.27%
Colorado Capital Management, Inc. 25,647$2,990,0002.01%
VERITY Wealth Advisors 21,578$2,062,0001.87%
Ellevest, Inc. 174,836$16,703,0001.66%
View complete list of ISHARES TR shareholders