BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 208 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$545,512
-3.9%
6,0630.0%0.01%0.0%
Q2 2023$567,764
+22.4%
6,063
+7.6%
0.01%0.0%
Q1 2023$463,9730.0%5,6360.0%0.01%0.0%
Q4 2022$463,973
+2.2%
5,636
-5.7%
0.01%
-11.1%
Q3 2022$454,000
-5.8%
5,9780.0%0.01%
-10.0%
Q2 2022$482,000
-14.5%
5,978
+2.7%
0.01%
-9.1%
Q1 2022$564,000
-8.7%
5,8190.0%0.01%
-8.3%
Q4 2021$618,000
+13.4%
5,819
+2.5%
0.01%
+9.1%
Q3 2021$545,000
+11.5%
5,677
+10.8%
0.01%
-8.3%
Q2 2021$489,000
+43.4%
5,123
+31.8%
0.01%
-29.4%
Q1 2021$341,000
+6.6%
3,8860.0%0.02%0.0%
Q4 2020$320,000
+11.9%
3,886
+100.0%
0.02%
-22.7%
Q3 2020$286,000
+10.0%
1,9430.0%0.02%
-12.0%
Q2 2020$260,000
+22.1%
1,9430.0%0.02%
+19.0%
Q1 2020$213,000
-18.1%
1,9430.0%0.02%
-16.0%
Q4 2019$260,000
+8.3%
1,9430.0%0.02%
-3.8%
Q3 2019$240,000
+1.3%
1,9430.0%0.03%0.0%
Q2 2019$237,000
+3.0%
1,9430.0%0.03%
-10.3%
Q1 2019$230,0001,9430.03%
Other shareholders
ISHARES TR shareholders Q2 2019
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%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
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