Graypoint LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 270 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Graypoint LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$563,144
+2.9%
5,012
+0.0%
0.04%
-2.5%
Q1 2024$547,062
+8.6%
5,011
-0.1%
0.04%
-2.4%
Q4 2023$503,918
+11.7%
5,014
+0.0%
0.04%
-2.4%
Q3 2023$450,948
-3.9%
5,0120.0%0.04%
-10.6%
Q2 2023$469,343
+6.7%
5,0120.0%0.05%
-2.1%
Q1 2023$439,880
+6.6%
5,012
+0.0%
0.05%
-2.0%
Q4 2022$412,511
+8.6%
5,011
+0.0%
0.05%0.0%
Q3 2022$380,000
-5.9%
5,010
+0.0%
0.05%
-5.8%
Q2 2022$404,000
-16.7%
5,0090.0%0.05%
+8.3%
Q1 2022$485,000
+1.9%
5,009
+11.7%
0.05%
-4.0%
Q4 2021$476,000
+10.7%
4,4830.0%0.05%
-5.7%
Q3 2021$430,000
+0.5%
4,483
+0.0%
0.05%
-7.0%
Q2 2021$428,000
+8.6%
4,4820.0%0.06%
-5.0%
Q1 2021$394,000
+6.8%
4,482
+0.1%
0.06%
-6.2%
Q4 2020$369,000
+16.4%
4,479
+107.9%
0.06%
+4.9%
Q3 2020$317,000
+10.1%
2,1540.0%0.06%
-7.6%
Q2 2020$288,000
+22.0%
2,1540.0%0.07%0.0%
Q1 2020$236,0002,1540.07%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 30,364$3,208,0002.29%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 13,336$1,787,0001.76%
LFA - Lugano Financial Advisors SA 15,318$2,053,0001.50%
Ellevest, Inc. 39,963$5,355,0001.49%
VERITY Wealth Advisors 11,251$1,508,0001.45%
Consolidated Planning Corp 9,476$1,270,0001.26%
C-J Advisory, Inc. 15,457$2,071,0001.23%
MISSION WEALTH MANAGEMENT, LP 86,311$11,567,0001.11%
TOMPKINS FINANCIAL CORP 43,228$5,793,0001.06%
BLUESTEM FINANCIAL ADVISORS, LLC 7,972$1,068,0000.97%
View complete list of ISHARES TR shareholders