Perigon 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
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$228,000
-5.8%
3,0020.0%0.02%0.0%
Q2 2022$242,000
-18.8%
3,002
-2.6%
0.02%
-4.8%
Q1 2022$298,000
-8.9%
3,0820.0%0.02%
-8.7%
Q4 2021$327,000
-10.9%
3,082
-19.5%
0.02%
-28.1%
Q3 2021$367,000
+1012.1%
3,829
+1176.3%
0.03%
+166.7%
Q1 2018$33,000
-85.5%
300
-90.0%
0.01%
-40.0%
Q3 2011$228,0003,0020.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 110,751$10,643,0008.63%
SPINNAKER TRUST 1,040,357$99,396,0006.92%
Roof Eidam Maycock Peralta, LLC 163,007$15,574,0005.81%
Prostatis Group LLC 64,499$6,162,2644.21%
C-J Advisory, Inc. 62,564$5,977,0003.21%
Consolidated Planning Corp 34,070$3,255,0002.41%
Stewardship Advisors, LLC 63,439$6,061,0002.27%
Colorado Capital Management, Inc. 25,647$2,990,0002.01%
VERITY Wealth Advisors 21,578$2,062,0001.87%
Ellevest, Inc. 174,836$16,703,0001.66%
View complete list of ISHARES TR shareholders