Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 199 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$324,192
+1.2%
14,269
+2.4%
0.03%
+4.0%
Q1 2024$320,251
+21.4%
13,930
+22.9%
0.02%0.0%
Q4 2023$263,812
+14.3%
11,337
+6.9%
0.02%0.0%
Q3 2023$230,808
-6.7%
10,607
-2.5%
0.02%
-3.8%
Q2 2023$247,45710,8820.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 270,119$7,372,0006.46%
First Pacific Financial 229,755$6,270,0003.02%
Prostatis Group LLC 172,728$4,713,7472.89%
Synergy Asset Management, LLC 241,903$6,602,0001.57%
Long Run Wealth Advisors, LLC 96,767$2,641,0000.92%
Colonial River Wealth Management, LLC 51,068$1,394,0000.75%
Fingerlakes Wealth Management, Inc. 19,606$536,0000.60%
Level Financial Advisors 27,136$741,0000.56%
PECAUT & CO. 34,521$942,0000.48%
First Affirmative Financial Network 17,863$487,0000.44%
View complete list of ISHARES TR shareholders