Omega Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 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
Omega Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,721,817
-8.0%
72,437
-7.4%
0.84%
-1.9%
Q2 2023$1,871,161
-5.8%
78,259
-5.2%
0.86%
-6.5%
Q1 2023$1,985,342
+7.1%
82,516
+6.9%
0.92%
-4.1%
Q4 2022$1,853,550
+64.3%
77,163
+60.7%
0.96%
+64.0%
Q3 2022$1,128,000
-13.4%
48,004
-11.2%
0.58%
-7.2%
Q2 2022$1,302,000
+129.6%
54,040
+134.7%
0.63%
+156.3%
Q1 2022$567,000
+1.8%
23,027
+6.1%
0.24%
-0.8%
Q4 2021$557,000
+56.5%
21,708
+58.2%
0.25%
+45.3%
Q3 2021$356,00013,7210.17%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders