Laurel Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$906
-9.4%
110.0%0.00%0.0%
Q3 2022$1,0000.0%110.0%0.00%0.0%
Q2 2022$1,0000.0%110.0%0.00%0.0%
Q1 2022$1,000
-99.6%
11
-99.5%
0.00%
-99.4%
Q4 2021$231,000
-72.9%
2,176
-75.5%
0.18%
-74.5%
Q3 2021$851,000
-9.4%
8,867
-9.8%
0.69%
-16.0%
Q2 2021$939,000
-12.2%
9,827
-19.3%
0.82%
-16.4%
Q1 2021$1,069,000
-4.9%
12,173
-10.8%
0.98%
-10.8%
Q4 2020$1,124,00013,6451.10%
Other shareholders
ISHARES TR shareholders Q3 2022
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