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

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,809,684
+2.1%
76,133
+2.7%
0.07%0.0%
Q2 2023$1,772,306
+5.4%
74,124
+6.1%
0.07%
-2.7%
Q1 2023$1,681,508
+20.8%
69,888
+19.4%
0.07%
+10.6%
Q4 2022$1,391,721
+6.1%
58,549
+4.8%
0.07%
-4.3%
Q3 2022$1,312,000
-9.5%
55,867
-7.2%
0.07%
-9.2%
Q2 2022$1,450,000
+1.5%
60,210
+3.8%
0.08%
+7.0%
Q1 2022$1,429,000
+67.9%
58,031
+74.9%
0.07%
+69.0%
Q4 2021$851,000
+30.9%
33,173
+32.6%
0.04%
+13.5%
Q3 2021$650,000
+34.3%
25,024
+34.8%
0.04%
+27.6%
Q2 2021$484,000
+120.0%
18,568
+118.9%
0.03%
+61.1%
Q1 2021$220,0008,4830.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders