Family Management Corp - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Family Management Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$130,367
-3.9%
1,4490.0%0.03%0.0%
Q2 2023$135,684
+6.7%
1,4490.0%0.03%
+3.4%
Q1 2023$127,179
-10.7%
1,449
-16.3%
0.03%
-17.1%
Q4 2022$142,496
+8.8%
1,7310.0%0.04%
+2.9%
Q3 2022$131,000
-50.2%
1,731
-46.9%
0.03%
-52.1%
Q2 2022$263,000
-37.7%
3,258
-25.2%
0.07%
-39.3%
Q1 2022$422,000
-8.9%
4,3580.0%0.12%
-2.5%
Q4 2021$463,000
+10.8%
4,3580.0%0.12%
+4.3%
Q3 2021$418,000
+0.5%
4,3580.0%0.12%
+4.5%
Q2 2021$416,000
+11.5%
4,358
+2.5%
0.11%
-6.0%
Q1 2021$373,000
+44.0%
4,250
+34.9%
0.12%
+31.5%
Q4 2020$259,000
+11.6%
3,150
+100.0%
0.09%
-12.7%
Q3 2020$232,000
+10.0%
1,5750.0%0.10%
+18.6%
Q2 2020$211,000
+22.0%
1,5750.0%0.09%0.0%
Q1 2020$173,000
-18.0%
1,5750.0%0.09%
+17.8%
Q4 2019$211,000
+8.2%
1,5750.0%0.07%0.0%
Q3 2019$195,000
+1.6%
1,5750.0%0.07%
-2.7%
Q2 2019$192,0001,5750.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders