Wharton Business Group, LLC - 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
Wharton Business Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$261
-14.1%
12,005
-10.1%
0.02%
-25.0%
Q2 2023$304
-1.0%
13,3600.0%0.02%
+11.1%
Q1 2023$307
+8.1%
13,360
+5.0%
0.02%
+12.5%
Q4 2022$284
-99.9%
12,725
+20.7%
0.02%
+6.7%
Q3 2022$229,00010,5400.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders