Opal Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,233,740
-50.6%
51,903
-50.3%
0.72%
-42.1%
Q2 2023$2,497,805
+6.7%
104,467
+7.4%
1.25%
-8.8%
Q1 2023$2,339,898
+1.8%
97,253
+0.6%
1.37%
+7.7%
Q4 2022$2,298,983
+60.5%
96,718
+58.6%
1.27%
+21.3%
Q3 2022$1,432,000
-4.6%
60,977
-2.2%
1.04%
+5.3%
Q2 2022$1,501,000
+31.3%
62,325
+34.3%
0.99%
-0.3%
Q1 2022$1,143,000
-26.2%
46,417
-23.1%
1.00%
+1.5%
Q4 2021$1,549,000
+7.0%
60,378
+8.4%
0.98%
-29.6%
Q3 2021$1,448,000
+12.1%
55,716
+12.3%
1.39%
+15.8%
Q2 2021$1,292,000
+13.2%
49,614
+13.0%
1.20%
-3.1%
Q1 2021$1,141,000
+14.1%
43,914
+15.0%
1.24%
-1.1%
Q4 2020$1,000,00038,1801.25%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders