Long Wharf Investors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Long Wharf Investors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2014$394,000
+5.3%
4,7880.0%0.31%
-3.1%
Q1 2014$374,000
-0.8%
4,788
-2.6%
0.32%
-6.2%
Q4 2013$377,000
+14.6%
4,915
+5.8%
0.34%
+8.9%
Q3 2013$329,000
+2.8%
4,645
-1.7%
0.31%
-0.6%
Q2 2013$320,0004,7250.32%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders