DB Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$48,414
-2.6%
6420.0%0.03%
+3.3%
Q2 2023$49,704
+8.6%
6420.0%0.03%
+3.4%
Q1 2023$45,749
+11.3%
642
+3.5%
0.03%
+7.4%
Q4 2022$41,112
+8.2%
6200.0%0.03%0.0%
Q3 2022$38,000
-7.3%
6200.0%0.03%
-3.6%
Q2 2022$41,000
-16.3%
6200.0%0.03%
-6.7%
Q1 2022$49,000
-5.8%
6200.0%0.03%
-3.2%
Q4 2021$52,000
+18.2%
620
+5.6%
0.03%
+10.7%
Q3 2021$44,0005870.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders