M Financial Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 110,751$10,643,0008.63%
SPINNAKER TRUST 1,040,357$99,396,0006.92%
Roof Eidam Maycock Peralta, LLC 163,007$15,574,0005.81%
Prostatis Group LLC 64,499$6,162,2644.21%
C-J Advisory, Inc. 62,564$5,977,0003.21%
Consolidated Planning Corp 34,070$3,255,0002.41%
Stewardship Advisors, LLC 63,439$6,061,0002.27%
Colorado Capital Management, Inc. 25,647$2,990,0002.01%
VERITY Wealth Advisors 21,578$2,062,0001.87%
Ellevest, Inc. 174,836$16,703,0001.66%
View complete list of ISHARES TR shareholders