Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$356,973
-39.9%
16,405
-37.2%
0.03%
-41.7%
Q2 2023$593,765
-20.4%
26,111
-19.5%
0.05%
-21.3%
Q1 2023$746,078
+184.7%
32,417
+175.8%
0.06%
+165.2%
Q4 2022$262,063
+7.0%
11,753
+4.5%
0.02%
-4.2%
Q3 2022$245,00011,2500.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 328,270$7,143,1555.15%
One Wealth Advisors, LLC 254,639$5,540,9451.23%
Summit Wealth Group, LLC 58,842$1,2801.14%
Horst & Graben Wealth Management LLC 118,679$2,582,4630.64%
Topel & Distasi Wealth Management, LLC 55,067$1,198,2580.63%
Long Run Wealth Advisors, LLC 84,945$1,848,4030.60%
Klaas Financial Asset Advisors, LLC 104,897$2,282,5590.52%
Fingerlakes Wealth Management, Inc. 18,342$399,1280.49%
Sharkey, Howes & Javer 103,133$2,244,1740.43%
TCWP LLC 22,988$500,2250.38%
View complete list of ISHARES TR shareholders