HALBERT HARGROVE GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$602,110
-54.6%
27,670
-47.6%
0.04%
-48.9%
Q1 2022$1,327,000
-9.4%
52,787
-1.6%
0.09%
-5.4%
Q4 2021$1,464,000
+10.6%
53,643
+11.4%
0.09%
+1.1%
Q3 2021$1,324,000
+3.0%
48,143
+3.7%
0.09%
+9.5%
Q2 2021$1,286,000
-27.5%
46,406
-29.5%
0.08%
-34.4%
Q1 2021$1,774,000
+30.9%
65,851
+37.8%
0.13%
+24.3%
Q4 2020$1,355,000
+10.9%
47,798
+8.5%
0.10%
-12.0%
Q3 2020$1,222,000
+27.7%
44,072
+27.2%
0.12%
-17.0%
Q2 2020$957,000
-10.0%
34,635
-16.2%
0.14%
-24.2%
Q1 2020$1,063,000
-3.0%
41,334
-0.2%
0.19%
-34.3%
Q4 2019$1,096,000
+47.1%
41,423
+46.2%
0.28%
+42.9%
Q3 2019$745,000
+106.4%
28,340
+102.9%
0.20%
+102.0%
Q2 2019$361,000
+4.3%
13,966
+0.9%
0.10%
-92.0%
Q1 2019$346,00013,8481.22%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 307,844$6,8646.36%
Long Run Wealth Advisors, LLC 145,381$3,241,6331.17%
Fingerlakes Wealth Management, Inc. 26,935$600,5940.83%
Carr Financial Group Corp 50,911$1,135,1880.60%
One Wealth Advisors, LLC 113,191$2,523,8760.58%
Topel & Distasi Wealth Management, LLC 37,032$825,7210.46%
Level Financial Advisors 31,359$699,0000.46%
Horst & Graben Wealth Management LLC 77,093$1,719,0000.45%
Summit Wealth Group, LLC 19,015$4240.45%
Klaas Financial Asset Advisors, LLC 71,114$1,585,6640.39%
View complete list of ISHARES TR shareholders