Advisor OS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 431 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$339,978
-4.6%
3,026
-7.3%
0.04%
-9.8%
Q1 2024$356,455
+3.6%
3,265
-4.7%
0.04%
-8.9%
Q4 2023$344,212
-10.9%
3,425
-20.3%
0.04%
-22.4%
Q3 2023$386,392
+1.0%
4,295
+5.1%
0.06%
-7.9%
Q2 2023$382,4904,0850.06%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
SPINNAKER TRUST 1,030,982$90,540,0006.79%
C-J Advisory, Inc. 63,573$5,583,0003.25%
Prostatis Group LLC 43,201$3,793,9122.98%
Colorado Capital Management, Inc. 27,713$3,162,0002.26%
Stewardship Advisors, LLC 63,070$5,539,0002.18%
Varma Mutual Pension Insurance Co 1,479,816$129,957,0001.88%
Consolidated Planning Corp 32,746$2,875,0001.84%
Permanens Capital L.P. 99,132$8,706,0001.79%
VERITY Wealth Advisors 21,578$1,895,0001.68%
LFA - Lugano Financial Advisors SA 26,964$2,368,0001.66%
View complete list of ISHARES TR shareholders