Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 111 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$221,187
-3.9%
2,4580.0%0.01%
-9.1%
Q2 2023$230,210
-4.9%
2,458
-0.0%
0.01%
-92.2%
Q1 2017$242,000
+7.1%
2,4590.0%0.14%
-3.4%
Q4 2016$226,000
+0.9%
2,4590.0%0.15%
+0.7%
Q3 2016$224,000
+5.2%
2,4590.0%0.14%
+1.4%
Q2 2016$213,000
+1.9%
2,4590.0%0.14%
-4.7%
Q1 2016$209,000
+2.0%
2,4590.0%0.15%
+7.9%
Q4 2015$205,000
-1.9%
2,4590.0%0.14%
+10.3%
Q2 2015$209,000
-0.9%
2,4590.0%0.13%
+0.8%
Q1 2015$211,000
-0.5%
2,4590.0%0.12%
-6.0%
Q4 2014$212,0002,4590.13%
Other shareholders
ISHARES TR shareholders Q3 2016
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