Plancorp, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Plancorp, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,349,145
+155.1%
140,898
+156.6%
0.18%
+152.1%
Q2 2023$1,312,970
-57.6%
54,913
-57.3%
0.07%
-63.6%
Q2 2022$3,096,000
+305.2%
128,519
+314.6%
0.20%
+290.0%
Q1 2022$764,00030,9990.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 367,192$9,044,0004.65%
Private Ocean, LLC 1,131,724$27,874,0003.48%
Laurel Wealth Planning LLC 143,915$3,545,0002.39%
Braun-Bostich & Associates Inc. 43,415$1,069,0002.30%
Stewardship Advisors, LLC 224,767$5,536,0002.04%
Summit Wealth Group, LLC 72,829$1,794,0001.88%
IMPACTfolio, LLC 91,101$2,244,0001.67%
Evergreen Wealth Solutions, LLC 58,973$1,453,0001.41%
Affinity Capital Advisors, LLC 179,518$4,422,0001.38%
Arlington Financial Advisors, LLC 145,302$3,579,0001.36%
View complete list of ISHARES TR shareholders