TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$500,225
-12.7%
22,988
-8.7%
0.38%
+212.3%
Q2 2023$572,728
+24.9%
25,186
+26.4%
0.12%
+40.2%
Q1 2023$458,677
+89.7%
19,929
+83.8%
0.09%
+77.6%
Q4 2022$241,737
-25.6%
10,841
-27.4%
0.05%
-29.0%
Q3 2022$325,000
+11.3%
14,936
+18.3%
0.07%
+11.3%
Q2 2022$292,000
+27.5%
12,629
+38.4%
0.06%
+47.6%
Q1 2022$229,0009,1230.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders