Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,685
-0.6%
7440.0%0.00%
Q2 2023$17,789
-98.7%
744
-98.7%
0.00%
-100.0%
Q1 2023$1,362,686
-16.5%
56,637
-17.5%
0.04%
-27.5%
Q4 2022$1,632,476
-24.3%
68,678
-25.2%
0.05%
-22.7%
Q3 2022$2,157,000
-11.9%
91,844
-9.6%
0.07%
-7.0%
Q2 2022$2,447,000
-21.9%
101,563
-20.1%
0.07%
-11.2%
Q1 2022$3,132,000
-17.8%
127,167
-14.3%
0.08%
-17.5%
Q4 2021$3,808,000
-1.7%
148,470
-0.4%
0.10%
-10.2%
Q3 2021$3,872,000
-40.0%
149,050
-39.8%
0.11%
-42.9%
Q2 2021$6,451,000
+11.6%
247,727
+11.3%
0.19%
+0.5%
Q1 2021$5,783,000
+138.7%
222,627
+139.8%
0.19%
+82.5%
Q4 2020$2,423,0000.0%92,8280.0%0.10%
+1.0%
Q3 2020$2,423,000
+6.1%
92,828
+5.7%
0.10%
-1.9%
Q2 2020$2,284,000
+67.2%
87,808
+60.2%
0.10%
+40.5%
Q1 2020$1,366,000
+2.5%
54,796
+4.6%
0.07%
+25.4%
Q4 2019$1,333,000
+21.3%
52,401
+21.4%
0.06%
+9.3%
Q3 2019$1,099,000
+16.2%
43,180
+15.7%
0.05%
+10.2%
Q2 2019$946,000
+16.4%
37,330
+14.9%
0.05%
-7.5%
Q1 2019$813,000
+83.9%
32,493
+79.8%
0.05%
+96.3%
Q4 2018$442,00018,0750.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders