RFG Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RFG Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$263,000
+1.2%
2,712
+10.9%
0.02%
-5.6%
Q4 2021$260,000
+8.3%
2,446
-2.1%
0.02%
-10.0%
Q3 2021$240,000
-11.4%
2,498
-11.9%
0.02%
-16.7%
Q2 2021$271,000
+8.0%
2,836
-0.9%
0.02%
-11.1%
Q1 2021$251,000
+20.1%
2,861
+15.3%
0.03%0.0%
Q4 2020$209,0002,4810.03%
Other shareholders
ISHARES TR shareholders Q3 2021
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