McKinley Carter Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$205,000
-31.4%
1,928
-46.8%
0.02%
-61.5%
Q4 2020$299,000
+4.9%
3,627
+87.5%
0.04%
-39.1%
Q3 2020$285,000
+0.4%
1,934
-8.9%
0.06%
-8.6%
Q2 2020$284,000
+22.4%
2,122
+0.3%
0.07%
+1.4%
Q1 2020$232,000
-18.3%
2,116
-0.3%
0.07%
+4.5%
Q4 2019$284,000
+3.3%
2,122
-4.7%
0.07%
-5.7%
Q3 2019$275,000
+1.9%
2,226
+0.5%
0.07%
-4.1%
Q2 2019$270,000
+2.7%
2,215
-0.5%
0.07%
-1.4%
Q1 2019$263,000
+286.8%
2,226
+263.7%
0.07%
+236.4%
Q1 2018$68,0006120.02%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 25,435$2,825,0002.52%
Highland Private Wealth Management 90,680$10,072,0002.02%
TOMPKINS FINANCIAL CORP 31,258$3,471,0000.80%
Patriot Wealth Management, Inc. 47,392$5,264,0000.75%
FundX Investment Group, LLC 9,722$1,080,0000.54%
Squar Milner Financial Services LLC 3,270$387,0000.47%
GOULD ASSET MANAGEMENT LLC /CA/ 9,685$1,076,0000.47%
PEOPLES BANK /OH 6,966$774,0000.44%
FLAGSHIP HARBOR ADVISORS, LLC 10,445$1,193,0000.34%
Accredited Investors Inc. 10,972$1,219,0000.34%
View complete list of ISHARES TR shareholders