IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$117,398
+158.2%
1,858
+100.0%
0.00%
+50.0%
Q1 2023$45,475
+100955.6%
929
+0.3%
0.00%
+100.0%
Q4 2022$45
-99.9%
926
+2.0%
0.00%0.0%
Q3 2022$44,0000.0%9080.0%0.00%0.0%
Q2 2022$44,000
-52.7%
908
-52.5%
0.00%0.0%
Q1 2022$93,000
+9.4%
1,911
+90.5%
0.00%
-50.0%
Q4 2021$85,000
+11.8%
1,0030.0%0.00%0.0%
Q3 2021$76,000
+1.3%
1,0030.0%0.00%0.0%
Q2 2021$75,000
+8.7%
1,0030.0%0.00%
+100.0%
Q1 2021$69,000
+6.2%
1,0030.0%0.00%
-66.7%
Q4 2020$65,000
+12.1%
1,0030.0%0.00%0.0%
Q3 2020$58,000
-42.6%
1,003
-47.6%
0.00%
-62.5%
Q2 2020$101,000
+119.6%
1,914
+90.8%
0.01%
+60.0%
Q1 2020$46,000
-29.2%
1,003
-14.2%
0.01%0.0%
Q4 2019$65,0001,1690.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders