Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 193 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$295
+2.8%
12,797
-0.7%
0.12%
-5.5%
Q4 2022$287
-99.9%
12,883
-8.9%
0.13%
-12.9%
Q3 2022$308,000
-6.9%
14,143
-1.0%
0.15%
-3.3%
Q2 2022$331,000
-24.3%
14,290
-17.8%
0.15%
-15.1%
Q1 2022$437,000
+7.9%
17,389
+17.3%
0.18%
+13.3%
Q4 2021$405,000
+37.3%
14,824
+38.1%
0.16%
+28.5%
Q3 2021$295,000
+6.9%
10,731
+7.7%
0.12%
+2.5%
Q2 2021$276,000
+22.1%
9,960
+18.7%
0.12%
-3.2%
Q1 2021$226,0008,3880.12%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders