Klaas Financial Asset Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 235 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,700,113
+19.0%
118,843
+20.4%
0.50%
+9.3%
Q1 2024$2,269,803
+5.2%
98,730
+6.5%
0.45%
+0.7%
Q4 2023$2,157,245
-5.5%
92,705
-11.6%
0.45%
-13.0%
Q3 2023$2,282,559
+12.6%
104,897
+17.6%
0.52%
+14.4%
Q2 2023$2,027,794
+18.8%
89,173
+20.2%
0.45%
+14.4%
Q1 2023$1,707,046
+7.7%
74,171
+4.3%
0.40%
+0.3%
Q4 2022$1,585,664
+17.5%
71,114
+14.8%
0.39%
+14.9%
Q3 2022$1,349,000
+62.7%
61,959
+72.9%
0.34%
+66.5%
Q2 2022$829,000
+7.1%
35,825
+16.3%
0.21%
+15.7%
Q1 2022$774,000
+45.5%
30,794
+57.9%
0.18%
+48.3%
Q4 2021$532,000
+38.2%
19,500
+39.3%
0.12%
+27.7%
Q3 2021$385,000
+347.7%
13,998
+353.3%
0.09%
+327.3%
Q2 2021$86,000
+1333.3%
3,088
+1197.5%
0.02%
+1000.0%
Q1 2021$6,0002380.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
IMPACTfolio, LLC 318,912$7,339,7606.14%
One Wealth Advisors, LLC 165,474$3,808,3840.88%
Horst & Graben Wealth Management LLC 134,333$3,092,0000.77%
Long Run Wealth Advisors, LLC 90,212$2,076,2290.71%
Fingerlakes Wealth Management, Inc. 20,768$477,9670.60%
Topel & Distasi Wealth Management, LLC 49,164$1,131,5100.59%
Carr Financial Group Corp 50,911$1,171,7170.52%
Sharkey, Howes & Javer 102,038$2,348,4050.50%
Summit Wealth Group, LLC 381,612$170.41%
Hoxton Planning & Management, LLC 31,768$731,1410.40%
View complete list of ISHARES TR shareholders