Plancorp, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. 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 2022
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 464,557$12,097,0004.53%
Private Ocean, LLC 999,428$26,025,0003.41%
Prostatis Group LLC 135,052$3,516,7482.40%
Braun-Bostich & Associates Inc. 45,574$1,187,0002.16%
Arlington Financial Advisors, LLC 128,318$3,341,0001.27%
Opal Wealth Advisors, LLC 49,614$1,292,0001.20%
Wescott Financial Advisory Group, LLC 77,200$2,014,0001.19%
Better Money Decisions, LLC 41,858$1,090,0000.98%
Baldrige Asset Management LLC 86,344$2,248,0000.97%
Summit Wealth Group, LLC 24,236$631,0000.94%
View complete list of ISHARES TR shareholders