MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 108 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,567,601
+1.1%
450,901
+5.3%
1.51%
-0.3%
Q2 2023$40,115,342
+11.2%
428,400
+4.2%
1.52%
+0.3%
Q1 2023$36,083,639
+13.2%
411,116
+6.2%
1.51%
-0.9%
Q4 2022$31,876,292
+2.7%
387,224
-5.3%
1.52%
-7.2%
Q3 2022$31,029,000
-3.0%
408,763
+3.1%
1.64%
-2.3%
Q2 2022$31,990,000
-4.3%
396,460
+14.9%
1.68%
+8.8%
Q1 2022$33,427,000
-1.6%
345,177
+8.0%
1.54%
+1.0%
Q4 2021$33,970,000
+22.0%
319,718
+10.2%
1.53%
+7.8%
Q3 2021$27,848,000
+4.3%
290,235
+3.8%
1.42%
+0.1%
Q2 2021$26,709,000
+16.7%
279,555
+7.2%
1.42%
+6.5%
Q1 2021$22,892,000
+17.0%
260,674
+9.7%
1.33%
+8.5%
Q4 2020$19,571,000
+19.7%
237,685
+113.9%
1.22%
+0.1%
Q3 2020$16,347,000
+18.7%
111,137
+8.0%
1.22%
+3.0%
Q2 2020$13,769,000
+33.3%
102,934
+9.3%
1.19%
+4.2%
Q1 2020$10,333,000
-10.7%
94,136
+9.1%
1.14%
+2.5%
Q4 2019$11,567,000
+25.5%
86,311
+15.8%
1.11%
+13.0%
Q3 2019$9,215,000
+12.1%
74,546
+10.6%
0.98%
+6.8%
Q2 2019$8,217,000
+50.7%
67,423
+46.3%
0.92%
+45.5%
Q1 2019$5,451,000
+41.6%
46,098
+23.5%
0.63%
+26.1%
Q4 2018$3,849,000
-12.2%
37,315
+1.6%
0.50%
-13.0%
Q3 2018$4,383,000
+33.3%
36,725
+26.0%
0.58%
+19.0%
Q2 2018$3,288,000
+36.9%
29,150
+34.6%
0.48%
+25.3%
Q1 2018$2,401,000
+228.9%
21,655
+229.6%
0.39%
+209.6%
Q4 2017$730,000
+123.9%
6,570
+110.6%
0.12%
+108.3%
Q3 2017$326,000
+39.9%
3,120
+36.8%
0.06%
+36.4%
Q2 2017$233,000
+4.0%
2,2800.0%0.04%0.0%
Q1 2017$224,000
+6.7%
2,2800.0%0.04%
+4.8%
Q4 2016$210,000
-0.9%
2,280
-2.1%
0.04%
-17.6%
Q3 2016$212,000
+5.5%
2,3300.0%0.05%
-3.8%
Q2 2016$201,000
-9.5%
2,330
-10.0%
0.05%
-30.3%
Q2 2015$222,0002,5900.08%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 250,287$20,603,61614.19%
SPINNAKER TRUST 974,344$80,2086.25%
Permanens Capital L.P. 138,418$11,394,5702.76%
Prostatis Group LLC 53,434$4,398,7162.68%
Colorado Capital Management, Inc. 21,595$2,5972.16%
PayPay Securities Corp 371$30,5412.05%
Money Design Co.,Ltd. 709,986$58,4462.00%
Corundum Group, Inc. 39,829$3,2791.85%
VERITY Wealth Advisors 22,538$1,855,3281.82%
SOA Wealth Advisors, LLC. 81,062$6,673,0551.80%
View complete list of ISHARES TR shareholders