McKinley Carter Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 181 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$763,885
-3.5%
35,105
+0.8%
0.06%
+3.4%
Q2 2023$791,574
-1.2%
34,810
-0.0%
0.06%
-6.3%
Q1 2023$801,469
+6.4%
34,824
+3.1%
0.06%
-1.6%
Q4 2022$753,028
+0.1%
33,772
-2.2%
0.06%
-8.6%
Q3 2022$752,000
-12.6%
34,517
-7.1%
0.07%
-7.9%
Q2 2022$860,000
-25.4%
37,145
-19.1%
0.08%
-15.6%
Q1 2022$1,153,000
+30.4%
45,894
+41.7%
0.09%
+36.4%
Q4 2021$884,000
+154.8%
32,380
+156.7%
0.07%
+135.7%
Q3 2021$347,00012,6150.03%
Other shareholders
ISHARES TR shareholders Q4 2022
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