Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 171 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$996,918
+23.1%
45,814
+28.6%
0.04%
+18.2%
Q2 2023$810,090
-0.5%
35,624
+0.7%
0.03%
-5.7%
Q1 2023$814,555
+13.2%
35,392
+9.7%
0.04%
+2.9%
Q4 2022$719,310
+6.4%
32,260
+3.9%
0.03%
-2.9%
Q3 2022$676,000
-9.5%
31,051
-3.8%
0.04%
-10.3%
Q2 2022$747,000
-10.1%
32,264
-2.5%
0.04%
-4.9%
Q1 2022$831,000
+84.7%
33,077
+100.7%
0.04%
+86.4%
Q4 2021$450,000
+35.1%
16,480
+36.2%
0.02%
+15.8%
Q3 2021$333,000
+5.4%
12,104
+6.1%
0.02%0.0%
Q2 2021$316,00011,4040.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders