Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 133 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$382,402
-4.3%
17,574
+0.0%
0.05%
-7.7%
Q2 2023$399,543
-1.2%
17,570
+0.0%
0.05%
-5.5%
Q1 2023$404,293
+55.5%
17,566
+47.2%
0.06%
-5.2%
Q3 2022$260,000
-5.8%
11,9350.0%0.06%0.0%
Q2 2022$276,000
-8.0%
11,9350.0%0.06%
+1.8%
Q1 2022$300,000
-8.0%
11,9350.0%0.06%
-8.1%
Q4 2021$326,00011,9350.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 285,071$7,164,0005.33%
Long Run Wealth Advisors, LLC 109,325$2,744,0000.96%
Fingerlakes Wealth Management, Inc. 27,356$687,0000.80%
Level Financial Advisors 40,879$1,027,0000.79%
PECAUT & CO. 39,429$991,0000.48%
First Affirmative Financial Network 17,489$439,0000.42%
CWM, LLC 2,141,022$53,804,0000.38%
Bigelow Investment Advisors, LLC 27,372$688,0000.32%
One Wealth Advisors, LLC 51,851$1,303,0000.32%
KESTRA PRIVATE WEALTH SERVICES, LLC 240,739$6,050,0000.30%
View complete list of ISHARES TR shareholders