Shepherd Financial Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,469,741
-6.3%
27,451
-2.4%
0.39%
-5.4%
Q2 2023$2,634,628
+4.7%
28,136
-1.9%
0.41%
-2.9%
Q1 2023$2,516,402
+6.3%
28,670
-0.3%
0.42%
-1.9%
Q4 2022$2,368,172
+16.9%
28,768
+7.8%
0.43%
+8.6%
Q3 2022$2,025,000
-4.9%
26,681
+1.1%
0.40%
-4.8%
Q2 2022$2,129,000
-15.2%
26,383
+1.8%
0.42%
-7.4%
Q1 2022$2,510,000
-11.9%
25,929
-3.5%
0.45%
-9.5%
Q4 2021$2,848,000
+15.9%
26,856
+4.8%
0.50%
+4.4%
Q3 2021$2,457,000
+6.2%
25,620
+5.8%
0.47%
+7.7%
Q2 2021$2,314,000
+10.1%
24,223
+1.2%
0.44%
-5.4%
Q1 2021$2,101,000
-4.5%
23,925
-10.6%
0.46%
-7.4%
Q4 2020$2,200,000
+15.7%
26,751
+106.8%
0.50%
+12.3%
Q3 2020$1,902,000
-1.4%
12,934
-10.3%
0.45%
-14.5%
Q2 2020$1,929,000
+16.6%
14,423
-4.3%
0.52%
-8.7%
Q1 2020$1,654,000
-24.3%
15,073
-7.6%
0.57%
+12.8%
Q4 2019$2,185,000
+8.8%
16,309
+0.2%
0.51%
+0.8%
Q3 2019$2,009,000
+8.5%
16,274
+7.1%
0.50%
+44.8%
Q2 2019$1,851,000
+1.8%
15,189
-1.2%
0.35%
-1.1%
Q1 2019$1,818,000
+19.3%
15,374
+4.1%
0.35%
+6.0%
Q4 2018$1,524,000
-16.9%
14,774
-9.1%
0.33%
-19.8%
Q3 2018$1,834,000
-0.1%
16,252
-0.1%
0.41%
+0.2%
Q2 2018$1,835,000
+47.9%
16,268
+45.2%
0.41%
+35.0%
Q1 2018$1,241,000
+15.2%
11,202
+15.6%
0.31%
+20.9%
Q4 2017$1,077,000
+14.3%
9,692
+8.6%
0.25%
+15.5%
Q3 2017$942,000
-6.5%
8,928
-9.4%
0.22%
-11.0%
Q2 2017$1,007,000
+3.9%
9,849
-0.9%
0.25%
-2.0%
Q1 2017$969,000
+5.1%
9,9360.0%0.25%
-3.8%
Q4 2016$922,0009,9360.26%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders