Neumann Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Neumann Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$463,379
-4.3%
21,2950.0%0.20%
+1.0%
Q2 2023$484,248
-1.2%
21,2950.0%0.20%
-7.0%
Q1 2023$490,104
+6.7%
21,295
+3.4%
0.22%
-0.5%
Q4 2022$459,217
+4.1%
20,595
+1.8%
0.22%
-4.8%
Q3 2022$441,000
-20.4%
20,225
-15.5%
0.23%
-19.2%
Q2 2022$554,000
-17.2%
23,925
-10.1%
0.28%
-1.1%
Q1 2022$669,000
+27.4%
26,625
+38.5%
0.28%
+32.7%
Q4 2021$525,000
+1.0%
19,225
+1.6%
0.21%
-8.2%
Q3 2021$520,000
+24.1%
18,925
+25.1%
0.23%
+23.9%
Q2 2021$419,00015,1250.19%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders