Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$343
-24.9%
3,659
-29.7%
0.03%
-18.9%
Q1 2023$457
-100.0%
5,204
-14.2%
0.04%
-15.9%
Q4 2022$499,176,870
+93730.2%
6,064
-13.4%
0.04%
-15.4%
Q3 2022$532,000
+44.2%
7,003
-4.3%
0.05%
+40.5%
Q2 2022$369,000
-31.8%
7,315
+30.9%
0.04%
-17.8%
Q1 2022$541,000
+11.5%
5,589
+22.7%
0.04%
+9.8%
Q4 2021$485,000
+41.8%
4,556
+27.8%
0.04%
+7.9%
Q3 2021$342,000
+14.8%
3,565
+14.2%
0.04%
-9.5%
Q2 2021$298,000
+37.3%
3,121
+26.3%
0.04%
+50.0%
Q1 2021$217,0002,4710.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 250,287$20,603,61614.19%
SPINNAKER TRUST 974,344$80,2086.25%
Permanens Capital L.P. 138,418$11,394,5702.76%
Prostatis Group LLC 53,434$4,398,7162.68%
Colorado Capital Management, Inc. 21,595$2,5972.16%
PayPay Securities Corp 371$30,5412.05%
Money Design Co.,Ltd. 709,986$58,4462.00%
Corundum Group, Inc. 39,829$3,2791.85%
VERITY Wealth Advisors 22,538$1,855,3281.82%
SOA Wealth Advisors, LLC. 81,062$6,673,0551.80%
View complete list of ISHARES TR shareholders