M Financial Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
M Financial Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$300.0%3440.0%0.11%
-3.6%
Q4 2022$30
-99.9%
3440.0%0.11%
-0.9%
Q3 2022$26,000
-7.1%
3440.0%0.11%
-5.9%
Q2 2022$28,000
-15.2%
3440.0%0.12%
-13.9%
Q1 2022$33,000
-10.8%
3440.0%0.14%
-12.7%
Q4 2021$37,000
+12.1%
3440.0%0.16%
-1.9%
Q3 2021$33,0000.0%3440.0%0.16%
-19.2%
Q2 2021$33,0003440.20%
Other shareholders
ISHARES TR shareholders Q1 2022
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