Perennial Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Perennial Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$221,191
-3.9%
2,4580.0%0.04%
-2.4%
Q2 2023$230,212
+3.4%
2,458
-3.2%
0.04%0.0%
Q1 2023$222,740
+4.6%
2,538
+14.8%
0.04%
-38.8%
Q1 2022$213,000
-8.6%
2,210
+0.5%
0.07%
-8.2%
Q4 2021$233,000
+7.4%
2,198
-3.1%
0.07%
-5.2%
Q3 2021$217,000
+1.4%
2,268
+1.1%
0.08%
-1.3%
Q2 2021$214,0002,2430.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 256,433$24,012,39215.05%
SPINNAKER TRUST 817,991$76,596,6775.56%
Corundum Group, Inc. 61,287$5,738,9152.86%
Varma Mutual Pension Insurance Co 2,350,000$220,054,0002.63%
Stewardship Advisors, LLC 67,787$6,347,5752.39%
VERITY Wealth Advisors 23,554$2,205,5971.98%
Ellevest, Inc. 262,932$24,620,9691.85%
Colorado Capital Management, Inc. 21,234$2,4051.78%
Roof Eidam Maycock Peralta, LLC 55,429$5,190,3721.74%
Permanens Capital L.P. 79,149$7,411,5121.71%
View complete list of ISHARES TR shareholders