Chevy Chase Trust Holdings, LLC - ISHARES TR ownership

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%.

Quarter-by-quarter ownership
Chevy Chase Trust Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$761,000
-42.6%
7,166
-48.2%
0.00%
-60.0%
Q3 2021$1,326,000
-33.0%
13,824
-33.3%
0.01%
-28.6%
Q2 2021$1,980,000
+8.8%
20,7280.0%0.01%
+16.7%
Q1 2021$1,820,000
+6.6%
20,7280.0%0.01%0.0%
Q4 2020$1,707,000
-19.4%
20,728
+43.9%
0.01%
-25.0%
Q3 2020$2,118,000
+10.0%
14,4000.0%0.01%0.0%
Q2 2020$1,926,000
+21.8%
14,4000.0%0.01%
+14.3%
Q1 2020$1,581,000
-18.1%
14,4000.0%0.01%0.0%
Q4 2019$1,930,000
+8.4%
14,4000.0%0.01%0.0%
Q3 2019$1,780,000
+1.4%
14,4000.0%0.01%0.0%
Q2 2019$1,755,000
-0.3%
14,4000.0%0.01%0.0%
Q1 2019$1,761,000
+18.6%
14,4000.0%0.01%0.0%
Q4 2018$1,485,000
-13.6%
14,4000.0%0.01%0.0%
Q3 2018$1,719,000
+5.8%
14,4000.0%0.01%0.0%
Q2 2018$1,624,000
+1.8%
14,4000.0%0.01%0.0%
Q1 2018$1,596,000
-0.2%
14,4000.0%0.01%0.0%
Q4 2017$1,599,000
+6.2%
14,4000.0%0.01%0.0%
Q3 2017$1,505,00014,4000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders