Lantz Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$207,694
-19.8%
2,218
-24.8%
0.08%
-25.0%
Q1 2023$258,834
-35.0%
2,949
-39.1%
0.11%
-40.3%
Q4 2022$398,346
-19.7%
4,839
-25.9%
0.18%
-29.8%
Q3 2022$496,0006,5310.26%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders