Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$821,114
-8.7%
37,735
-4.5%
0.02%
-4.3%
Q2 2023$898,912
-2.3%
39,530
-1.1%
0.02%
-8.0%
Q1 2023$919,680
-15.7%
39,960
-18.3%
0.02%
-26.5%
Q4 2022$1,090,749
-26.0%
48,918
-27.7%
0.03%
-24.4%
Q3 2022$1,473,000
+147200.0%
67,626
+211231.2%
0.04%
Q2 2022$1,000320.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 307,844$6,8646.36%
Long Run Wealth Advisors, LLC 145,381$3,241,6331.17%
Fingerlakes Wealth Management, Inc. 26,935$600,5940.83%
Carr Financial Group Corp 50,911$1,135,1880.60%
One Wealth Advisors, LLC 113,191$2,523,8760.58%
Topel & Distasi Wealth Management, LLC 37,032$825,7210.46%
Level Financial Advisors 31,359$699,0000.46%
Horst & Graben Wealth Management LLC 77,093$1,719,0000.45%
Summit Wealth Group, LLC 19,015$4240.45%
Klaas Financial Asset Advisors, LLC 71,114$1,585,6640.39%
View complete list of ISHARES TR shareholders