Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 116 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,620,386
-44.1%
68,169
-43.8%
0.07%
+15.8%
Q2 2023$2,897,668
+911.8%
121,190
+905.9%
0.06%
+533.3%
Q4 2022$286,375
-53.9%
12,048
-50.2%
0.01%
-79.5%
Q4 2021$621,000
-38.1%
24,212
-37.3%
0.04%
-49.4%
Q3 2021$1,003,000
+103.4%
38,593
+104.8%
0.09%
+52.6%
Q4 2020$493,000
-40.5%
18,841
-40.6%
0.06%
-50.9%
Q3 2020$828,000
+13.0%
31,727
+12.5%
0.12%0.0%
Q2 2020$733,00028,1990.12%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
First Pacific Financial 629,824$15,059,0976.39%
Francis Financial, Inc. 447,726$10,705,1255.78%
Milestone Investment Advisors LLC 383,068$9,159,1472.84%
Private Ocean, LLC 889,972$21,279,2342.70%
Integris Wealth Management, LLC 253,696$6,065,8722.15%
IMPACTfolio, LLC 93,462$2,234,6761.78%
Better Money Decisions, LLC 82,454$1,971,4821.61%
Braun-Bostich & Associates Inc. 29,917$715,3151.53%
Opal Wealth Advisors, LLC 104,467$2,497,8051.25%
Arlington Financial Advisors, LLC 129,456$3,095,2931.13%
View complete list of ISHARES TR shareholders