Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,325,225
-8.2%
15,144
+0.1%
0.07%
-5.3%
Q2 2023$1,443,540
+24.0%
15,131
+13.7%
0.08%
+10.3%
Q1 2023$1,164,217
-2.1%
13,311
+0.0%
0.07%
-6.8%
Q4 2022$1,188,920
+10.0%
13,308
+0.0%
0.07%
-5.2%
Q3 2022$1,081,000
-7.8%
13,304
+0.5%
0.08%
-9.4%
Q2 2022$1,172,000
+5.3%
13,2440.0%0.08%0.0%
Q1 2022$1,113,000
-11.9%
13,2440.0%0.08%
-5.6%
Q4 2021$1,263,000
-8.5%
13,2440.0%0.09%
-7.2%
Q3 2021$1,380,000
-47.0%
13,244
-50.0%
0.10%0.0%
Q2 2021$2,606,000
+109.3%
26,488
+97.2%
0.10%
-5.8%
Q1 2021$1,245,000
+9.2%
13,4310.0%0.10%
-4.6%
Q4 2020$1,140,000
+13.8%
13,431
+100.0%
0.11%
-9.2%
Q3 2020$1,002,000
+4.5%
6,716
-1.4%
0.12%
-0.8%
Q2 2020$959,000
+12.6%
6,811
-2.8%
0.12%
-9.1%
Q1 2020$852,000
-11.9%
7,0040.0%0.13%
+10.9%
Q4 2019$967,0007,0040.12%
Other shareholders
ISHARES TR shareholders Q1 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