Horst & Graben Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 125 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Horst & Graben Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,758,215
+2.9%
165,414
+4.2%
0.72%
-3.4%
Q1 2024$3,651,222
+19.5%
158,818
+20.9%
0.74%
+10.7%
Q4 2023$3,056,503
+18.4%
131,350
+10.7%
0.67%
+5.7%
Q3 2023$2,582,463
-7.0%
118,679
-2.8%
0.64%
-4.2%
Q2 2023$2,778,000
-10.2%
122,152
-9.1%
0.66%
-13.6%
Q1 2023$3,092,000
+79.9%
134,333
+74.2%
0.77%
+70.4%
Q4 2022$1,719,000
+33.5%
77,093
+30.4%
0.45%
+23.3%
Q3 2022$1,288,000
+38.8%
59,137
+47.5%
0.36%
+44.8%
Q2 2022$928,000
+20.4%
40,082
+30.6%
0.25%
+34.0%
Q1 2022$771,000
-48.0%
30,694
-44.3%
0.19%
-59.7%
Q1 2021$1,484,000
+61.1%
55,091
+69.5%
0.47%
+47.3%
Q4 2020$921,000
-39.2%
32,499
-40.5%
0.32%
-46.1%
Q3 2020$1,516,00054,6630.59%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 270,119$7,372,0006.46%
First Pacific Financial 229,755$6,270,0003.02%
Prostatis Group LLC 172,728$4,713,7472.89%
Synergy Asset Management, LLC 241,903$6,602,0001.57%
Long Run Wealth Advisors, LLC 96,767$2,641,0000.92%
Colonial River Wealth Management, LLC 51,068$1,394,0000.75%
Fingerlakes Wealth Management, Inc. 19,606$536,0000.60%
Level Financial Advisors 27,136$741,0000.56%
PECAUT & CO. 34,521$942,0000.48%
First Affirmative Financial Network 17,863$487,0000.44%
View complete list of ISHARES TR shareholders