Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 109 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,452,547
-12.9%
19,262
-8.6%
0.40%
-8.0%
Q2 2023$1,668,140
+0.2%
21,081
-9.7%
0.44%
-10.1%
Q1 2023$1,664,064
-1.2%
23,352
-8.1%
0.49%
-10.1%
Q4 2022$1,685,003
+9.1%
25,411
+2.4%
0.54%
+3.2%
Q3 2022$1,545,000
-7.9%
24,804
-1.8%
0.52%
-1.9%
Q2 2022$1,677,000
+25.4%
25,263
+49.6%
0.54%
+47.0%
Q1 2022$1,337,000
+261.4%
16,885
+284.6%
0.36%
+260.4%
Q4 2021$370,0004,3900.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders