Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders