TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 388 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
TIEDEMANN ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$1,220,000
+8.9%
12,7680.0%0.05%0.0%
Q1 2021$1,120,000
+15.6%
12,768
+8.5%
0.05%
+4.3%
Q4 2020$969,000
+12.2%
11,768
+100.0%
0.05%
+11.9%
Q3 2020$864,000
+9.8%
5,8840.0%0.04%0.0%
Q2 2020$787,000
-2.7%
5,884
-20.2%
0.04%
-19.2%
Q1 2020$809,000
+10.2%
7,370
+34.4%
0.05%
+48.6%
Q4 2019$734,000
+8.3%
5,4840.0%0.04%
+6.1%
Q3 2019$678,000
+18.7%
5,484
+17.1%
0.03%
+13.8%
Q2 2019$571,000
+147.2%
4,684
+140.1%
0.03%
+163.6%
Q1 2019$231,000
+14.4%
1,9510.0%0.01%
+10.0%
Q4 2018$202,000
-42.0%
1,951
-32.8%
0.01%
-52.4%
Q3 2018$348,000
+5.5%
2,9030.0%0.02%0.0%
Q2 2018$330,0002,9030.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SPINNAKER TRUST 1,030,982$90,540,0006.79%
C-J Advisory, Inc. 63,573$5,583,0003.25%
Prostatis Group LLC 43,201$3,793,9122.98%
Colorado Capital Management, Inc. 27,713$3,162,0002.26%
Stewardship Advisors, LLC 63,070$5,539,0002.18%
Varma Mutual Pension Insurance Co 1,479,816$129,957,0001.88%
Consolidated Planning Corp 32,746$2,875,0001.84%
Permanens Capital L.P. 99,132$8,706,0001.79%
VERITY Wealth Advisors 21,578$1,895,0001.68%
LFA - Lugano Financial Advisors SA 26,964$2,368,0001.66%
View complete list of ISHARES TR shareholders