Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 88 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$262,000
-12.4%
10,441
-4.6%
0.05%0.0%
Q4 2021$299,000
-15.1%
10,939
-11.9%
0.05%
-50.0%
Q4 2020$352,000
+7.6%
12,421
+5.1%
0.10%
-6.4%
Q3 2020$327,000
+4.8%
11,818
+4.4%
0.11%
+36.2%
Q2 2020$312,000
+169.0%
11,324
+156.2%
0.08%
+110.5%
Q3 2019$116,000
+17.2%
4,420
+14.4%
0.04%
+22.6%
Q2 2019$99,000
-9.2%
3,864
-11.4%
0.03%
-13.9%
Q1 2019$109,0004,3590.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders