Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,205
-31.8%
169
-29.0%
0.01%
-30.8%
Q2 2023$22,286
+6.7%
2380.0%0.01%
-7.1%
Q1 2023$20,889
-16.4%
238
-27.7%
0.01%
-26.3%
Q3 2022$25,000
-99.9%
329
-26.4%
0.02%
-32.1%
Q2 2022$36,069,000
+901625.0%
447
+1017.5%
0.03%
+833.3%
Q1 2022$4,000
+100.0%
40
+100.0%
0.00%
+200.0%
Q4 2021$2,000
+100.0%
20
+150.0%
0.00%0.0%
Q3 2021$1,00080.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 25,435$2,825,0002.52%
Highland Private Wealth Management 90,680$10,072,0002.02%
TOMPKINS FINANCIAL CORP 31,258$3,471,0000.80%
Patriot Wealth Management, Inc. 47,392$5,264,0000.75%
FundX Investment Group, LLC 9,722$1,080,0000.54%
Squar Milner Financial Services LLC 3,270$387,0000.47%
GOULD ASSET MANAGEMENT LLC /CA/ 9,685$1,076,0000.47%
PEOPLES BANK /OH 6,966$774,0000.44%
FLAGSHIP HARBOR ADVISORS, LLC 10,445$1,193,0000.34%
Accredited Investors Inc. 10,972$1,219,0000.34%
View complete list of ISHARES TR shareholders