AJ WEALTH STRATEGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,694,884
+6.7%
18,1000.0%0.08%
-1.2%
Q1 2023$1,588,637
+106519.9%
18,1000.0%0.08%
+6.4%
Q4 2022$1,490
-99.9%
18,1000.0%0.08%
-2.5%
Q3 2022$1,374,000
-5.9%
18,1000.0%0.08%
+3.9%
Q2 2022$1,460,000
-16.7%
18,1000.0%0.08%
-10.5%
Q1 2022$1,753,000
-8.8%
18,1000.0%0.09%
-5.5%
Q4 2021$1,923,000
+10.7%
18,1000.0%0.09%
-3.2%
Q3 2021$1,737,000
+0.5%
18,1000.0%0.09%
-8.7%
Q2 2021$1,729,000
+8.7%
18,1000.0%0.10%
-8.8%
Q1 2021$1,590,000
+6.7%
18,1000.0%0.11%
-13.1%
Q4 2020$1,490,000
+10.4%
18,100
+97.2%
0.13%
-5.1%
Q3 2020$1,350,000
+9.9%
9,1800.0%0.14%
+0.7%
Q2 2020$1,228,000
+21.8%
9,1800.0%0.14%
-0.7%
Q1 2020$1,008,000
-33.9%
9,180
-19.3%
0.14%
-23.0%
Q4 2019$1,524,000
+8.5%
11,3690.0%0.18%
-3.8%
Q3 2019$1,405,000
+26.7%
11,369
+25.0%
0.18%
+13.5%
Q2 2019$1,109,000
+18.5%
9,098
+15.0%
0.16%
+5.2%
Q1 2019$936,000
+125.0%
7,912
+96.3%
0.16%
+93.8%
Q4 2018$416,0004,0300.08%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders