Peak Financial Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$321,025
-6.0%
14,753
-1.7%
0.12%
-4.1%
Q2 2023$341,441
+16.2%
15,015
+17.6%
0.12%
+11.9%
Q1 2023$293,879
+3.0%
12,769
-0.2%
0.11%
-2.7%
Q4 2022$285,274
-13.6%
12,794
-15.6%
0.11%
-18.8%
Q3 2022$330,000
+9.3%
15,166
+16.3%
0.14%
+19.0%
Q2 2022$302,000
-7.6%
13,045
+0.1%
0.12%
+5.5%
Q1 2022$327,000
+31.9%
13,030
+43.6%
0.11%
+37.5%
Q4 2021$248,000
+14.3%
9,075
+15.1%
0.08%
+8.1%
Q3 2021$217,0007,8840.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders