Wealth Alliance - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$304,009
-6.2%
3,379
-2.4%
0.05%0.0%
Q2 2023$324,182
+6.7%
3,4620.0%0.05%
-2.0%
Q1 2023$303,860
-11.8%
3,462
-17.3%
0.05%
-19.7%
Q4 2022$344,674
-31.9%
4,187
-37.2%
0.06%
-39.0%
Q3 2022$506,0006,6680.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SPINNAKER TRUST 1,100,872$88,829,0006.85%
Roof Eidam Maycock Peralta, LLC 152,179$12,279,0004.52%
Stewardship Advisors, LLC 84,241$6,797,0002.86%
Permanens Capital L.P. 142,618$11,508,0002.32%
Colorado Capital Management, Inc. 23,155$2,725,0002.21%
Money Design Co.,Ltd. 343,451$27,713,0002.08%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 36,048$2,909,0001.99%
Corundum Group, Inc. 34,282$2,766,0001.87%
McClarren Financial Advisors, Inc. 6,902$556,0001.78%
VERITY Wealth Advisors 22,538$1,819,0001.77%
View complete list of ISHARES TR shareholders