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 665,639$15,822,2347.05%
Francis Financial, Inc. 473,616$11,257,8505.87%
LFA - Lugano Financial Advisors SA 162,090$3,852,8793.30%
Milestone Investment Advisors LLC 371,670$8,834,6012.51%
Private Ocean, LLC 766,136$18,211,0522.31%
Integris Wealth Management, LLC 251,959$5,989,0671.96%
Summit Wealth Group, LLC 85,794$2,0391.82%
Better Money Decisions, LLC 82,955$1,971,8431.74%
IMPACTfolio, LLC 95,659$2,273,8141.64%
Arlington Financial Advisors, LLC 125,721$2,988,3881.06%
View complete list of ISHARES TR shareholders