Litman Gregory Wealth Management LLC - 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
Litman Gregory Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,372,133
-3.9%
15,2510.0%0.14%
-20.2%
Q2 2023$1,428,104
+13.2%
15,251
-0.5%
0.18%
+1.1%
Q4 2022$1,261,225
+7.7%
15,321
-0.6%
0.18%
-5.9%
Q3 2022$1,171,000
-5.9%
15,4210.0%0.19%
+2.2%
Q2 2022$1,244,000
-16.7%
15,4210.0%0.18%
-16.1%
Q1 2022$1,493,000
-19.0%
15,421
-11.1%
0.22%
-30.4%
Q4 2021$1,843,000
+10.1%
17,345
-0.6%
0.31%
-0.6%
Q3 2021$1,674,000
+6.4%
17,442
+1008.8%
0.32%
+7.1%
Q2 2021$1,573,000
+8.8%
1,573
-90.4%
0.29%
+3.9%
Q1 2021$1,446,000
+6.6%
16,4690.0%0.28%
+13.7%
Q4 2020$1,356,000
+10.9%
16,469
+98.1%
0.25%
-1.6%
Q3 2020$1,223,000
+9.8%
8,314
-0.1%
0.25%
+2.8%
Q2 2020$1,114,000
+21.2%
8,324
-0.5%
0.25%
+6.5%
Q1 2020$919,000
-2.9%
8,369
+18.5%
0.23%
+9.5%
Q4 2019$946,000
+72.6%
7,061
+59.2%
0.21%
+57.5%
Q3 2019$548,000
-1.1%
4,436
-2.4%
0.13%
-8.2%
Q2 2019$554,000
+4.5%
4,547
+1.5%
0.15%
+1.4%
Q1 2019$530,000
+16.0%
4,481
+1.2%
0.14%
+2.9%
Q4 2018$457,000
-0.4%
4,430
+15.1%
0.14%
-9.7%
Q3 2018$459,000
+5.8%
3,8490.0%0.16%
-9.4%
Q2 2018$434,000
+1.6%
3,8490.0%0.17%
-1.7%
Q1 2018$427,000
+31.0%
3,849
+31.0%
0.17%
+77.6%
Q4 2017$326,000
+6.2%
2,9380.0%0.10%
-34.7%
Q3 2017$307,000
+2.3%
2,9380.0%0.15%
-12.3%
Q2 2017$300,000
-49.1%
2,938
-51.0%
0.17%
-53.2%
Q1 2017$589,000
+6.7%
5,9990.0%0.36%
-1.6%
Q4 2016$552,000
-2.1%
5,999
-3.2%
0.37%
-9.5%
Q3 2016$564,000
-6.5%
6,196
-11.1%
0.41%
-14.4%
Q2 2016$603,000
-1.3%
6,973
-2.8%
0.48%
-0.8%
Q1 2016$611,000
+107.8%
7,174
+103.5%
0.48%
+127.8%
Q4 2015$294,0003,5250.21%
Other shareholders
ISHARES TR shareholders Q2 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%
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