SimpliFi, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SimpliFi, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$220,734
+3.6%
9,899
+1.1%
0.12%
+4.5%
Q3 2022$213,000
-5.3%
9,789
+0.7%
0.11%
-0.9%
Q2 2022$225,000
-5.1%
9,719
+3.2%
0.11%
+2.8%
Q1 2022$237,000
-7.4%
9,418
+0.4%
0.11%
-3.6%
Q4 2021$256,0000.0%9,383
+0.9%
0.11%
-2.6%
Q3 2021$256,000
-0.4%
9,300
+0.5%
0.12%
-0.9%
Q2 2021$257,000
+6.6%
9,255
+3.4%
0.12%
+2.7%
Q1 2021$241,000
-4.7%
8,948
+0.3%
0.11%
-4.2%
Q4 2020$253,000
+2.8%
8,920
+0.6%
0.12%
-4.1%
Q3 2020$246,000
+0.8%
8,865
+0.5%
0.12%
-3.9%
Q2 2020$244,000
+8.4%
8,819
+0.7%
0.13%
-9.2%
Q1 2020$225,000
-2.6%
8,759
+0.4%
0.14%
+7.6%
Q4 2019$231,000
+1.8%
8,720
+0.9%
0.13%
-3.0%
Q3 2019$227,0008,6380.14%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 328,270$7,143,1555.15%
One Wealth Advisors, LLC 254,639$5,540,9451.23%
Summit Wealth Group, LLC 58,842$1,2801.14%
Horst & Graben Wealth Management LLC 118,679$2,582,4630.64%
Topel & Distasi Wealth Management, LLC 55,067$1,198,2580.63%
Long Run Wealth Advisors, LLC 84,945$1,848,4030.60%
Klaas Financial Asset Advisors, LLC 104,897$2,282,5590.52%
Fingerlakes Wealth Management, Inc. 18,342$399,1280.49%
Sharkey, Howes & Javer 103,133$2,244,1740.43%
TCWP LLC 22,988$500,2250.38%
View complete list of ISHARES TR shareholders