Bigelow Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bigelow Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$285,883
-30.7%
12,027
-30.3%
0.16%
-27.1%
Q2 2023$412,649
-0.8%
17,258
-0.2%
0.22%
-6.2%
Q1 2023$416,170
-0.8%
17,297
-2.0%
0.24%
-1.6%
Q4 2022$419,726
-40.9%
17,658
-41.6%
0.24%
-42.5%
Q3 2022$710,000
-38.0%
30,236
-36.4%
0.42%
-32.7%
Q2 2022$1,146,000
-6.3%
47,560
-4.2%
0.63%
+10.3%
Q1 2022$1,223,000
+4.1%
49,653
+8.4%
0.57%
+6.9%
Q4 2021$1,175,000
-2.7%
45,803
-1.4%
0.53%
-10.3%
Q3 2021$1,207,000
+26.9%
46,445
+27.2%
0.60%
+29.1%
Q2 2021$951,000
+0.2%
36,5170.0%0.46%
-4.2%
Q1 2021$949,000
+2.7%
36,517
+3.5%
0.48%
-1.8%
Q4 2020$924,000
+3.0%
35,283
+2.7%
0.49%
-7.7%
Q3 2020$897,000
+11.4%
34,363
+11.0%
0.53%
+1.7%
Q2 2020$805,000
+30.7%
30,955
+25.2%
0.52%
+13.0%
Q1 2020$616,000
-5.1%
24,715
-3.2%
0.46%
+21.6%
Q4 2019$649,000
+16.3%
25,540
+16.4%
0.38%
+7.0%
Q3 2019$558,000
+102.2%
21,940
+101.7%
0.36%
+91.9%
Q2 2019$276,000
+7.0%
10,880
+5.3%
0.18%
+3.4%
Q1 2019$258,00010,3300.18%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders