WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 109 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,760,740
+67.8%
155,957
+72.2%
0.04%
-48.7%
Q2 2023$7,010,675
+25.1%
90,554
+15.1%
0.08%
+16.9%
Q1 2023$5,606,283
+35.3%
78,674
+31.9%
0.06%
+22.6%
Q4 2022$4,142,773
+8.9%
59,651
-2.3%
0.05%
-1.9%
Q3 2022$3,804,000
+12.3%
61,074
+23.3%
0.05%
+14.9%
Q2 2022$3,387,000
+35.4%
49,537
+58.6%
0.05%
+38.2%
Q1 2022$2,501,00031,2370.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 26,717,889$1,773,801,00027.36%
Bank of Italy 6,282,081$417,067,00017.65%
SWISS RE LTD 409,155$27,164,0005.44%
Northland Capital Management LLC 40,427$2,684,0002.47%
RPg Family Wealth Advisory, LLC 57,774$3,836,0002.29%
55I, LLC 890,868$59,145,0001.66%
One Wealth Advisors, LLC 76,975$5,110,0001.37%
BLUESTEM FINANCIAL ADVISORS, LLC 26,891$1,785,0001.24%
Security Financial Services, INC. 57,198$3,797,0001.21%
First Ascent Asset Management, LLC 86,975$5,774,0001.09%
View complete list of ISHARES TR shareholders