Dana Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 448 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dana Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$276,403
-93.0%
2,750
-92.8%
0.01%
-93.5%
Q4 2018$3,955,000
+954.7%
38,349
+1034.6%
0.20%
+1156.2%
Q4 2017$375,000
-44.6%
3,380
-54.0%
0.02%
-50.0%
Q4 2016$677,0007,3530.03%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 30,364$3,208,0002.29%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 13,336$1,787,0001.76%
LFA - Lugano Financial Advisors SA 15,318$2,053,0001.50%
Ellevest, Inc. 39,963$5,355,0001.49%
VERITY Wealth Advisors 11,251$1,508,0001.45%
Consolidated Planning Corp 9,476$1,270,0001.26%
C-J Advisory, Inc. 15,457$2,071,0001.23%
MISSION WEALTH MANAGEMENT, LP 86,311$11,567,0001.11%
TOMPKINS FINANCIAL CORP 43,228$5,793,0001.06%
BLUESTEM FINANCIAL ADVISORS, LLC 7,972$1,068,0000.97%
View complete list of ISHARES TR shareholders