Bell Investment Advisors, Inc - 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
Bell Investment Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$107,126
-43.7%
1,191
-41.4%
0.02%
-42.9%
Q2 2023$190,435
-29.4%
2,034
-33.9%
0.04%
-33.3%
Q1 2023$269,915
+6.8%
3,075
+0.2%
0.06%0.0%
Q4 2022$252,625
+8.4%
3,069
+0.1%
0.06%
-12.5%
Q3 2022$233,000
-5.7%
3,0660.0%0.07%
-5.3%
Q2 2022$247,000
-24.0%
3,066
+0.3%
0.08%
-14.6%
Q4 2021$325,000
-49.8%
3,056
-54.7%
0.09%
-53.4%
Q3 2021$647,0006,7420.19%
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%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
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