Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 55 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,378,680
+98.4%
109,314
+107.4%
0.06%
+100.0%
Q2 2023$1,198,807
-40.0%
52,718
-39.3%
0.03%
-41.8%
Q1 2023$1,999,162
-12.4%
86,863
-15.1%
0.06%
-21.4%
Q4 2022$2,281,178
+1553.0%
102,306
+1961.8%
0.07%
+1650.0%
Q2 2021$138,000
-44.8%
4,962
-46.4%
0.00%
-55.6%
Q1 2021$250,000
-25.4%
9,260
-21.4%
0.01%
-30.8%
Q4 2020$335,000
-23.2%
11,788
-24.9%
0.01%
-38.1%
Q3 2020$436,000
+0.9%
15,696
+0.3%
0.02%
-12.5%
Q2 2020$432,000
+131.0%
15,644
+114.8%
0.02%
+100.0%
Q1 2020$187,000
-37.7%
7,282
-35.8%
0.01%
-25.0%
Q4 2019$300,000
+31.6%
11,351
+28.6%
0.02%
+14.3%
Q3 2019$228,0000.0%8,8250.0%0.01%0.0%
Q2 2019$228,000
+20.0%
8,825
+16.0%
0.01%
+7.7%
Q1 2019$190,000
+18.0%
7,605
+12.7%
0.01%
-7.1%
Q4 2018$161,0000.0%6,750
+2.0%
0.01%
+16.7%
Q3 2018$161,000
+94.0%
6,620
+93.6%
0.01%
+100.0%
Q2 2018$83,0003,4200.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders