B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$8,863,091
+104.2%
100,981
+91.5%
0.24%
+93.4%
Q4 2022$4,340,289
+6.5%
52,725
-1.8%
0.12%
-0.8%
Q3 2022$4,075,000
-3.6%
53,681
+2.5%
0.12%
-30.9%
Q2 2022$4,228,000
-5.1%
52,393
+13.9%
0.18%
+21.9%
Q1 2022$4,455,000
-31.6%
46,001
-24.9%
0.15%
-22.3%
Q4 2021$6,509,000
+9.8%
61,261
-0.9%
0.19%
-0.5%
Q3 2021$5,930,000
+6.3%
61,799
+5.9%
0.19%
+4.4%
Q2 2021$5,577,000
+9.1%
58,365
+0.3%
0.18%0.0%
Q1 2021$5,112,000
+1364.8%
58,204
+1275.7%
0.18%
+852.6%
Q4 2020$349,000
-86.7%
4,231
-76.2%
0.02%
-86.3%
Q3 2020$2,617,000
+19.8%
17,787
+9.0%
0.14%
-4.8%
Q2 2020$2,184,000
+4100.0%
16,323
+2620.5%
0.15%
+14500.0%
Q4 2014$52,000
-99.9%
6000.0%0.00%
-91.7%
Q2 2014$49,368,0006000.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders