RITHOLTZ WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RITHOLTZ WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$828,267
-6.9%
9,206
-3.1%
0.04%
-7.5%
Q2 2023$890,042
+5.8%
9,505
-0.9%
0.04%
-4.8%
Q1 2023$841,463
+5.1%
9,587
-1.4%
0.04%
-6.7%
Q4 2022$800,814
+4.3%
9,728
-3.8%
0.04%
+9.8%
Q3 2022$768,000
-11.3%
10,115
-5.7%
0.04%
-25.5%
Q2 2022$866,000
-18.1%
10,727
-1.8%
0.06%
-23.6%
Q1 2022$1,058,000
-24.7%
10,925
-17.4%
0.07%
-17.2%
Q4 2021$1,405,000
-4.6%
13,227
-13.8%
0.09%
-14.7%
Q3 2021$1,472,000
+5.4%
15,338
+4.9%
0.10%
+1.0%
Q2 2021$1,397,000
+4.3%
14,617
-4.1%
0.10%
-9.0%
Q1 2021$1,339,000
+5.9%
15,247
-0.7%
0.11%
-8.3%
Q4 2020$1,264,000
+21.1%
15,355
+116.4%
0.12%
+3.4%
Q3 2020$1,044,000
+116.6%
7,095
+97.0%
0.12%
+88.7%
Q2 2020$482,000
+36.5%
3,602
+12.0%
0.06%
+8.8%
Q1 2020$353,000
-16.5%
3,216
+1.8%
0.06%
-8.1%
Q4 2019$423,000
+1.2%
3,159
-6.6%
0.06%
-8.8%
Q3 2019$418,000
+1.5%
3,383
+0.0%
0.07%
-2.9%
Q2 2019$412,000
+9.6%
3,382
+6.5%
0.07%
+1.4%
Q1 2019$376,000
+21.3%
3,177
+5.9%
0.07%
-1.4%
Q4 2018$310,000
-11.7%
3,001
+2.1%
0.07%
-21.3%
Q3 2018$351,000
+5.7%
2,940
-0.2%
0.09%
-1.1%
Q2 2018$332,000
+13.3%
2,947
+11.6%
0.09%
+7.1%
Q1 2018$293,000
-20.4%
2,640
-20.2%
0.08%
-22.9%
Q4 2017$368,000
+63.6%
3,310
+53.7%
0.11%
+29.8%
Q3 2017$225,0002,1540.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders