Focused Wealth Management, Inc - 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
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,345
-3.9%
3820.0%0.01%0.0%
Q2 2023$35,746
+7.0%
382
+0.3%
0.01%
-14.3%
Q1 2023$33,418
+7.0%
381
+0.5%
0.01%
+16.7%
Q4 2022$31,223
+7.7%
379
+0.3%
0.01%0.0%
Q3 2022$29,000
-3.3%
378
+0.5%
0.01%
+20.0%
Q2 2022$30,000
-16.7%
376
+0.3%
0.01%
-16.7%
Q1 2022$36,000
-10.0%
375
+0.3%
0.01%0.0%
Q4 2021$40,000
-9.1%
374
-19.2%
0.01%
-14.3%
Q3 2021$44,0000.0%463
+0.4%
0.01%0.0%
Q2 2021$44,000
+10.0%
4610.0%0.01%0.0%
Q1 2021$40,000
+5.3%
461
+0.2%
0.01%0.0%
Q4 2020$38,000
+11.8%
460
+100.9%
0.01%0.0%
Q3 2020$34,000
+9.7%
2290.0%0.01%0.0%
Q2 2020$31,000
+24.0%
229
+0.4%
0.01%0.0%
Q1 2020$25,000
-60.9%
228
-52.0%
0.01%
-53.3%
Q4 2019$64,000
+8.5%
4750.0%0.02%
-6.2%
Q3 2019$59,000
+1.7%
4750.0%0.02%
+6.7%
Q2 2019$58,000
+3.6%
4750.0%0.02%
-11.8%
Q1 2019$56,000
+14.3%
4750.0%0.02%0.0%
Q4 2018$49,000
-14.0%
4750.0%0.02%
-10.5%
Q3 2018$57,000
+5.6%
4750.0%0.02%0.0%
Q2 2018$54,000
-6.9%
475
-8.7%
0.02%0.0%
Q1 2018$58,0000.0%5200.0%0.02%0.0%
Q4 2017$58,000
+7.4%
5200.0%0.02%
+5.6%
Q3 2017$54,000
+1.9%
5200.0%0.02%
-10.0%
Q2 2017$53,000
+3.9%
5200.0%0.02%0.0%
Q1 2017$51,000
+6.2%
520
-0.2%
0.02%0.0%
Q4 2016$48,000
+2.1%
521
+0.2%
0.02%
-4.8%
Q3 2016$47,000
+4.4%
520
-0.2%
0.02%0.0%
Q2 2016$45,000
+2.3%
521
+0.2%
0.02%
-12.5%
Q1 2016$44,000
+2.3%
5200.0%0.02%
-4.0%
Q4 2015$43,000
+4.9%
5200.0%0.02%
-3.8%
Q3 2015$41,000
-6.8%
5200.0%0.03%
-3.7%
Q2 2015$44,000
-2.2%
5200.0%0.03%
-3.6%
Q1 2015$45,0000.0%5200.0%0.03%
-12.5%
Q4 2014$45,000
+28.6%
520
+23.8%
0.03%
+18.5%
Q3 2014$35,000
-32.7%
420
-33.4%
0.03%
-34.1%
Q2 2014$52,000
+6.1%
631
+0.3%
0.04%0.0%
Q1 2014$49,000
+2.1%
6290.0%0.04%
+2.5%
Q4 2013$48,000
+9.1%
629
+0.2%
0.04%
-4.8%
Q3 2013$44,0006280.04%
Other shareholders
ISHARES TR shareholders Q1 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%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
VERITY Wealth Advisors 23,554$2,119,1531.99%
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