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 ↓
Shira Ridge Wealth Management 256,433$24,012,39215.05%
SPINNAKER TRUST 817,991$76,596,6775.56%
Corundum Group, Inc. 61,287$5,738,9152.86%
Varma Mutual Pension Insurance Co 2,350,000$220,054,0002.63%
Stewardship Advisors, LLC 67,787$6,347,5752.39%
VERITY Wealth Advisors 23,554$2,205,5971.98%
Ellevest, Inc. 262,932$24,620,9691.85%
Colorado Capital Management, Inc. 21,234$2,4051.78%
Roof Eidam Maycock Peralta, LLC 55,429$5,190,3721.74%
Permanens Capital L.P. 79,149$7,411,5121.71%
View complete list of ISHARES TR shareholders