West Coast Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 418 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
West Coast Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$460,107
-4.8%
5,114
-1.0%
0.07%
+1.5%
Q2 2023$483,557
+6.3%
5,164
-0.4%
0.07%
-2.9%
Q1 2023$455,0005,1840.07%
Other shareholders
ISHARES TR shareholders Q2 2023
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