INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 205 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,281,881
+12.2%
14,605
+5.3%
0.21%
+11.1%
Q4 2022$1,142,108
-44.5%
13,874
-48.8%
0.19%
-47.9%
Q3 2022$2,057,000
+2.8%
27,099
+9.3%
0.36%
+5.8%
Q2 2022$2,001,000
-16.7%
24,7960.0%0.34%
-8.2%
Q1 2022$2,401,000
-10.5%
24,796
-1.8%
0.38%
-10.0%
Q4 2021$2,682,000
+7.7%
25,239
-2.7%
0.42%
+5.0%
Q3 2021$2,490,000
-3.9%
25,948
-4.3%
0.40%
-6.8%
Q2 2021$2,590,000
+78.7%
27,106
+64.2%
0.43%
+52.0%
Q1 2021$1,449,000
+55.3%
16,504
+45.6%
0.28%
+43.4%
Q4 2020$933,000
+8.1%
11,335
+93.2%
0.20%
-2.5%
Q3 2020$863,000
+3.4%
5,867
-6.0%
0.20%
+16.2%
Q2 2020$835,000
+34.5%
6,244
+10.4%
0.17%
+21.0%
Q1 2020$621,000
-21.2%
5,656
-3.8%
0.14%
-13.9%
Q4 2019$788,000
+7.2%
5,880
-1.1%
0.17%
+3.1%
Q3 2019$735,000
+0.5%
5,948
-0.8%
0.16%
+1.9%
Q2 2019$731,000
+3.4%
5,997
+0.3%
0.16%
+6.0%
Q1 2019$707,000
+5.5%
5,980
-8.0%
0.15%
-0.7%
Q4 2018$670,000
-30.1%
6,499
-19.1%
0.15%
-21.1%
Q3 2018$959,000
-4.8%
8,031
-10.0%
0.19%
-9.5%
Q2 2018$1,007,000
+1.9%
8,926
+0.2%
0.21%
+0.5%
Q1 2018$988,0008,9100.21%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 256,433$24,012,39215.05%
SPINNAKER TRUST 817,991$76,596,6775.56%
Corundum Group, Inc. 61,287$5,738,9152.86%
Varma Mutual Pension Insurance Co 2,350,000$220,054,0002.63%
Stewardship Advisors, LLC 67,787$6,347,5752.39%
VERITY Wealth Advisors 23,554$2,205,5971.98%
Ellevest, Inc. 262,932$24,620,9691.85%
Colorado Capital Management, Inc. 21,234$2,4051.78%
Roof Eidam Maycock Peralta, LLC 55,429$5,190,3721.74%
Permanens Capital L.P. 79,149$7,411,5121.71%
View complete list of ISHARES TR shareholders