Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$168,596
-32.9%
7,748
-29.9%
0.10%
-32.0%
Q2 2023$251,209
-20.5%
11,047
-19.6%
0.15%
-28.6%
Q1 2023$316,134
+59.0%
13,736
+54.1%
0.21%
+46.1%
Q4 2022$198,804
-9.6%
8,916
-11.6%
0.14%
-15.1%
Q3 2022$220,000
-99.9%
10,088
+35.1%
0.17%
+24.8%
Q2 2022$172,816,000
+138152.8%
7,465
+50.0%
0.13%
+54.7%
Q1 2022$125,000
+131.5%
4,978
+151.9%
0.09%
+65.4%
Q3 2021$54,000
+58.8%
1,976
+64.5%
0.05%
+40.5%
Q2 2021$34,000
-43.3%
1,201
-44.9%
0.04%
-47.9%
Q1 2021$60,000
-21.1%
2,181
-18.3%
0.07%
-23.7%
Q4 2020$76,0002,6690.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 307,844$6,8646.36%
Long Run Wealth Advisors, LLC 145,381$3,241,6331.17%
Fingerlakes Wealth Management, Inc. 26,935$600,5940.83%
Carr Financial Group Corp 50,911$1,135,1880.60%
One Wealth Advisors, LLC 113,191$2,523,8760.58%
Topel & Distasi Wealth Management, LLC 37,032$825,7210.46%
Level Financial Advisors 31,359$699,0000.46%
Horst & Graben Wealth Management LLC 77,093$1,719,0000.45%
Summit Wealth Group, LLC 19,015$4240.45%
Klaas Financial Asset Advisors, LLC 71,114$1,585,6640.39%
View complete list of ISHARES TR shareholders