Walkner Condon Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,572
-3.6%
12,848
+0.7%
0.07%
-3.9%
Q2 2023$290,049
-8.7%
12,755
-7.6%
0.08%
-13.5%
Q1 2023$317,791
+20.5%
13,808
+16.7%
0.09%
+12.7%
Q4 2022$263,802
+8.6%
11,831
+5.9%
0.08%
+1.3%
Q3 2022$243,000
+3.4%
11,177
+10.2%
0.08%
+5.4%
Q2 2022$235,000
-100.0%
10,142
-53.7%
0.07%
-52.6%
Q1 2022$550,000,000
+92027.3%
21,898
+1.7%
0.16%
-28.8%
Q2 2021$597,000
-3.2%
21,531
-5.9%
0.22%
-8.8%
Q1 2021$617,000
-19.2%
22,891
-15.1%
0.24%
-27.1%
Q4 2020$764,000
+19.0%
26,976
+16.4%
0.33%
-4.4%
Q3 2020$642,000
+8.8%
23,169
+8.4%
0.34%
-33.8%
Q2 2020$590,000
+14.3%
21,374
+6.6%
0.52%
-5.6%
Q1 2020$516,000
-9.9%
20,059
-7.3%
0.55%
-0.2%
Q4 2019$573,00021,6440.55%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders