WIN ADVISORS, INC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WIN ADVISORS, INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$66,350
+8.8%
8060.0%0.02%
+8.7%
Q3 2022$61,000
-7.6%
8060.0%0.02%
-82.2%
Q2 2022$66,000
-99.7%
806
-99.6%
0.13%
-97.6%
Q1 2022$20,537,000
-20.7%
212,075
-13.0%
5.39%
-9.1%
Q4 2021$25,900,000243,7695.93%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders