Grant/GrossMendelsohn, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Grant/GrossMendelsohn, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,090,000
-8.5%
11,4900.0%0.55%
-42.2%
Q4 2021$1,191,000
+1.4%
11,4900.0%0.94%
+1.3%
Q3 2021$1,175,000
+6.4%
11,4900.0%0.93%
-0.5%
Q2 2021$1,104,000
+6.2%
11,490
+1.8%
0.94%
+13.0%
Q1 2021$1,040,00011,2850.83%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 110,751$10,643,0008.63%
SPINNAKER TRUST 1,040,357$99,396,0006.92%
Roof Eidam Maycock Peralta, LLC 163,007$15,574,0005.81%
Prostatis Group LLC 64,499$6,162,2644.21%
C-J Advisory, Inc. 62,564$5,977,0003.21%
Consolidated Planning Corp 34,070$3,255,0002.41%
Stewardship Advisors, LLC 63,439$6,061,0002.27%
Colorado Capital Management, Inc. 25,647$2,990,0002.01%
VERITY Wealth Advisors 21,578$2,062,0001.87%
Ellevest, Inc. 174,836$16,703,0001.66%
View complete list of ISHARES TR shareholders