Curi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$35,000
-16.7%
4360.0%0.01%0.0%
Q1 2022$42,000
-8.7%
4360.0%0.01%
-12.5%
Q4 2021$46,0004360.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders