IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 369 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$360
-56.6%
4
-50.0%
0.00%
Q2 2023$829
-99.2%
8
-99.1%
0.00%
-100.0%
Q1 2023$97,803
+65539.6%
862
-34.4%
0.00%0.0%
Q4 2022$149
-99.9%
1,315
-44.4%
0.00%
-42.9%
Q3 2022$268,000
+3.9%
2,367
+4.0%
0.01%
-12.5%
Q2 2022$258,000
-27.5%
2,275
-27.5%
0.01%
+100.0%
Q1 2022$356,000
+287.0%
3,137
+263.9%
0.00%
+100.0%
Q4 2021$92,000
-34.8%
862
-41.3%
0.00%
-33.3%
Q3 2021$141,000
+0.7%
1,4680.0%0.00%0.0%
Q2 2021$140,000
+79.5%
1,468
+65.3%
0.00%
+50.0%
Q1 2021$78,000
+4.0%
888
-1.6%
0.00%
-33.3%
Q4 2020$75,000
+13.6%
902
+100.4%
0.00%
-25.0%
Q3 2020$66,000
+3.1%
450
-7.6%
0.00%
-20.0%
Q2 2020$64,000
+33.3%
487
+13.3%
0.01%0.0%
Q1 2020$48,000
+17.1%
430
+41.9%
0.01%
+66.7%
Q4 2019$41,000
+10.8%
3030.0%0.00%
+50.0%
Q3 2019$37,000
+270.0%
303
+248.3%
0.00%
+100.0%
Q1 2019$10,000
-75.0%
87
-78.0%
0.00%
-50.0%
Q4 2018$40,000
-31.0%
396
-19.2%
0.00%0.0%
Q3 2018$58,000
+5.5%
4900.0%0.00%0.0%
Q2 2018$55,000
-21.4%
490
-22.5%
0.00%
-33.3%
Q1 2018$70,0000.0%6320.0%0.00%0.0%
Q4 2017$70,000
+89.2%
632
+79.0%
0.00%
+200.0%
Q3 2017$37,000
+2.8%
3530.0%0.00%
-50.0%
Q2 2017$36,000
+2.9%
3530.0%0.00%0.0%
Q1 2017$35,000
+9.4%
3530.0%0.00%0.0%
Q4 2016$32,0000.0%3530.0%0.00%0.0%
Q3 2016$32,000
+3.2%
3530.0%0.00%0.0%
Q2 2016$31,000
+210.0%
353
+305.7%
0.00%
+100.0%
Q1 2016$10,000
+150.0%
87
+74.0%
0.00%
Q4 2015$4,000500.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders