Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 133 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,0000.0%211
+0.5%
0.00%0.0%
Q2 2022$4,000
-20.0%
210
+5.0%
0.00%0.0%
Q1 2022$5,000
+25.0%
200
+11.1%
0.00%0.0%
Q4 2021$4,0000.0%180
+1.1%
0.00%0.0%
Q3 2021$4,0000.0%178
+0.6%
0.00%0.0%
Q2 2021$4,000
-20.0%
1770.0%0.00%0.0%
Q1 2021$5,0000.0%177
+0.6%
0.00%
-50.0%
Q4 2020$5,000
+25.0%
176
+0.6%
0.00%
+100.0%
Q3 2020$4,0000.0%175
+0.6%
0.00%
-50.0%
Q2 2020$4,000
-20.0%
174
-13.9%
0.00%0.0%
Q1 2020$5,0000.0%202
+0.5%
0.00%0.0%
Q4 2019$5,0000.0%201
+1.0%
0.00%0.0%
Q3 2019$5,0000.0%199
+1.0%
0.00%0.0%
Q2 2019$5,0001970.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders