Fiduciary Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fiduciary Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$249,000
-0.4%
9,055
+0.5%
0.13%
-38.9%
Q2 2021$250,000
+2.5%
9,011
-0.5%
0.22%
-41.5%
Q1 2021$244,000
-3.6%
9,060
+1.4%
0.37%
+3.4%
Q4 2020$253,000
+2.8%
8,937
+0.6%
0.36%
-12.1%
Q3 2020$246,0008,8820.41%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 328,270$7,143,1555.15%
One Wealth Advisors, LLC 254,639$5,540,9451.23%
Summit Wealth Group, LLC 58,842$1,2801.14%
Horst & Graben Wealth Management LLC 118,679$2,582,4630.64%
Topel & Distasi Wealth Management, LLC 55,067$1,198,2580.63%
Long Run Wealth Advisors, LLC 84,945$1,848,4030.60%
Klaas Financial Asset Advisors, LLC 104,897$2,282,5590.52%
Fingerlakes Wealth Management, Inc. 18,342$399,1280.49%
Sharkey, Howes & Javer 103,133$2,244,1740.43%
TCWP LLC 22,988$500,2250.38%
View complete list of ISHARES TR shareholders