Milestone Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Milestone Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,639,791
-10.7%
18,226
-7.1%
0.47%
-17.9%
Q2 2023$1,837,215
+4.3%
19,620
-2.2%
0.57%
+4.6%
Q1 2023$1,761,093
-0.7%
20,065
-6.9%
0.54%
-12.5%
Q4 2022$1,773,41021,5430.62%
Other shareholders
ISHARES TR shareholders Q3 2023
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