REGATTA CAPITAL GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 252 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
REGATTA CAPITAL GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,788,577
-0.8%
73,033
-0.9%
0.38%
-5.2%
Q1 2024$1,803,230
+6.7%
73,661
+6.7%
0.41%
-8.6%
Q4 2023$1,689,588
+12.4%
69,019
+9.2%
0.44%
-6.9%
Q3 2023$1,502,648
+4.6%
63,216
+5.2%
0.48%
+4.6%
Q2 2023$1,436,81560,0930.46%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 464,557$12,097,0004.53%
Private Ocean, LLC 999,428$26,025,0003.41%
Prostatis Group LLC 135,052$3,516,7482.40%
Braun-Bostich & Associates Inc. 45,574$1,187,0002.16%
Arlington Financial Advisors, LLC 128,318$3,341,0001.27%
Opal Wealth Advisors, LLC 49,614$1,292,0001.20%
Wescott Financial Advisory Group, LLC 77,200$2,014,0001.19%
Better Money Decisions, LLC 41,858$1,090,0000.98%
Baldrige Asset Management LLC 86,344$2,248,0000.97%
Summit Wealth Group, LLC 24,236$631,0000.94%
View complete list of ISHARES TR shareholders