TRANSCEND CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$322,532
+7.5%
4,8640.0%0.04%
+6.1%
Q3 2022$300,000
-13.0%
4,864
-6.3%
0.03%
-8.3%
Q2 2022$345,000
+4.5%
5,192
+24.4%
0.04%
+20.0%
Q1 2022$330,0004,1720.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 30,241,405$2,095,427,00024.44%
Bank of Italy 6,282,081$435,160,00019.83%
True Link Financial Advisors, LLC 161,284$11,175,0001.62%
FUKOKU MUTUAL LIFE INSURANCE Co 128,000$8,867,0000.85%
FIRETHORN WEALTH PARTNERS, LLC 11,924$826,0000.77%
BLUESTEM FINANCIAL ADVISORS, LLC 10,545$731,0000.52%
Kalos Management, Inc. 8,210$594,0000.18%
PRIVATE CAPITAL MANAGEMENT LLC 4,766$330,0000.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 48,888$3,387,0000.16%
KB FINANCIAL PARTNERS, LLC 5,129$355,0000.15%
View complete list of ISHARES TR shareholders