Winthrop Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Winthrop Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,426,702
-6.4%
15,788
-3.0%
0.23%
-4.1%
Q2 2023$1,524,479
+8.8%
16,280
+2.0%
0.24%
-1.2%
Q1 2023$1,401,273
+5.0%
15,965
-1.5%
0.25%
-2.4%
Q4 2022$1,334,025
+10.4%
16,205
+1.8%
0.25%
-2.3%
Q3 2022$1,208,000
-5.5%
15,917
+0.5%
0.26%
-13.7%
Q2 2022$1,278,000
-14.3%
15,844
+2.9%
0.30%
-3.5%
Q1 2022$1,491,000
-9.5%
15,394
-0.7%
0.31%
-6.0%
Q4 2021$1,648,000
+11.0%
15,506
+0.2%
0.33%0.0%
Q3 2021$1,485,000
+5.5%
15,475
+5.0%
0.33%
+4.4%
Q2 2021$1,408,000
+10.2%
14,740
+1.3%
0.32%
+0.6%
Q1 2021$1,278,000
+11.2%
14,557
+4.3%
0.32%
+4.7%
Q4 2020$1,149,000
+22.8%
13,953
+120.9%
0.30%
+4.9%
Q3 2020$936,000
+18.6%
6,316
+7.5%
0.29%
+2.9%
Q2 2020$789,000
+31.9%
5,878
+7.9%
0.28%
+16.7%
Q1 2020$598,000
+38.4%
5,450
+68.9%
0.24%
+53.2%
Q4 2019$432,000
+15.8%
3,226
+7.0%
0.16%
+5.4%
Q3 2019$373,000
+1.9%
3,016
+0.3%
0.15%
-3.3%
Q2 2019$366,000
+34.1%
3,006
+31.2%
0.15%
+27.5%
Q1 2019$273,000
+20.8%
2,291
+4.7%
0.12%
+4.3%
Q4 2018$226,0002,1880.12%
Other shareholders
ISHARES TR shareholders Q3 2021
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