Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 181 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$543,195
-7.4%
24,963
-3.2%
0.11%
-4.4%
Q2 2023$586,647
-4.6%
25,798
-3.4%
0.11%
-11.7%
Q1 2023$614,733
+190.5%
26,710
+181.5%
0.13%
+161.2%
Q4 2022$211,5779,4890.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders