Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders