55I, LLC - 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
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,009,000
+114.6%
65,993
+128.1%
0.14%
+115.4%
Q2 2022$2,334,000
+89.0%
28,927
+126.9%
0.06%
+124.1%
Q1 2022$1,235,000
+14.0%
12,748
+25.1%
0.03%
+3.6%
Q4 2021$1,083,000
+151.9%
10,193
+127.5%
0.03%
+115.4%
Q3 2021$430,000
-3.6%
4,481
-3.9%
0.01%
-18.8%
Q2 2021$446,000
+24.9%
4,665
+14.8%
0.02%
-11.1%
Q1 2021$357,000
+6.9%
4,0620.0%0.02%
-28.0%
Q4 2020$334,000
-35.1%
4,062
+16.1%
0.02%
-46.8%
Q3 2020$515,000
+11.5%
3,498
+1.3%
0.05%
-32.9%
Q2 2020$462,0003,4530.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders