Family Management Corp - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders