Fusion Family Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 171 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,897
-3.9%
3,1110.0%0.04%0.0%
Q2 2023$291,314
+6.7%
3,1110.0%0.04%0.0%
Q1 2023$273,052
+6.6%
3,1110.0%0.04%0.0%
Q4 2022$256,098
+11.3%
3,111
+29.6%
0.04%0.0%
Q3 2022$230,000
-8.7%
2,400
-23.3%
0.04%
-2.8%
Q2 2022$252,000
-21.7%
3,128
+3.3%
0.04%
-25.0%
Q4 2021$322,000
+40.0%
3,028
+26.2%
0.05%
+37.1%
Q3 2021$230,000
+0.4%
2,4000.0%0.04%
+2.9%
Q2 2021$229,000
+8.5%
2,4000.0%0.03%
+3.0%
Q1 2021$211,000
+6.6%
2,4000.0%0.03%
-5.7%
Q4 2020$198,000
+11.9%
2,400
+100.0%
0.04%
-2.8%
Q3 2020$177,000
+9.9%
1,2000.0%0.04%
-5.3%
Q2 2020$161,000
+22.0%
1,2000.0%0.04%
+8.6%
Q1 2020$132,000
-18.0%
1,2000.0%0.04%
-5.4%
Q4 2019$161,000
+8.8%
1,2000.0%0.04%
-5.1%
Q3 2019$148,000
+1.4%
1,2000.0%0.04%
+8.3%
Q2 2019$146,000
+2.8%
1,2000.0%0.04%
-7.7%
Q1 2019$142,000
+14.5%
1,2000.0%0.04%
+8.3%
Q4 2018$124,000
-13.3%
1,2000.0%0.04%
-5.3%
Q3 2018$143,000
+1.4%
1,200
-4.0%
0.04%
-5.0%
Q2 2018$141,000
-18.0%
1,250
-19.4%
0.04%
-31.0%
Q1 2018$172,0000.0%1,5500.0%0.06%
+34.9%
Q4 2017$172,000
+6.2%
1,5500.0%0.04%
-21.8%
Q3 2017$162,000
+1.9%
1,5500.0%0.06%
+1.9%
Q2 2017$159,000
+4.6%
1,5500.0%0.05%
-5.3%
Q1 2017$152,000
+5.6%
1,5500.0%0.06%
-32.9%
Q4 2016$144,0001,5500.08%
Other shareholders
ISHARES TR shareholders Q2 2018
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