WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$106,752
-0.6%
4,4910.0%0.11%
+4.8%
Q2 2023$107,380
+1.7%
4,491
+1.1%
0.10%
+29.6%
Q4 2022$105,5394,4400.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 383,083$10,029,0004.08%
Private Ocean, LLC 716,761$18,765,0003.78%
Wealthsimple US, Ltd. 209,346$5,481,0003.00%
Braun-Bostich & Associates Inc. 45,909$1,202,0002.42%
Opal Wealth Advisors, LLC 38,180$1,000,0001.25%
Arlington Financial Advisors, LLC 95,189$2,492,0001.05%
Wescott Financial Advisory Group, LLC 52,009$1,362,0000.96%
Baldrige Asset Management LLC 59,585$1,560,0000.93%
MFA WEALTH ADVISORS, LLC 27,358$716,0000.64%
CWM, LLC 2,395,834$62,388,0000.50%
View complete list of ISHARES TR shareholders