Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$398,089
-9.6%
5,279
-7.2%
0.24%
-8.6%
Q2 2023$440,442
-13.6%
5,689
-20.5%
0.26%
-22.6%
Q1 2023$509,652
+4.8%
7,152
-2.5%
0.33%
-3.8%
Q4 2022$486,185
-53.6%
7,332
-56.8%
0.34%
-56.5%
Q3 2022$1,048,000
-99.9%
16,967
+44.7%
0.79%
+32.2%
Q2 2022$778,361,000
+20480.7%
11,724
-75.5%
0.60%
-76.9%
Q1 2022$3,782,000
+75540.0%
47,769
+93564.7%
2.59%
+64725.0%
Q4 2021$5,000510.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders