9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$745,737
+92.7%
9,059
+148.7%
0.16%
+80.9%
Q4 2021$387,0003,6430.09%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 110,751$10,643,0008.63%
SPINNAKER TRUST 1,040,357$99,396,0006.92%
Roof Eidam Maycock Peralta, LLC 163,007$15,574,0005.81%
Prostatis Group LLC 64,499$6,162,2644.21%
C-J Advisory, Inc. 62,564$5,977,0003.21%
Consolidated Planning Corp 34,070$3,255,0002.41%
Stewardship Advisors, LLC 63,439$6,061,0002.27%
Colorado Capital Management, Inc. 25,647$2,990,0002.01%
VERITY Wealth Advisors 21,578$2,062,0001.87%
Ellevest, Inc. 174,836$16,703,0001.66%
View complete list of ISHARES TR shareholders