PFS INVESTMENTS INC. - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PFS INVESTMENTS INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$7,917
-3.0%
348,158
-1.2%
0.13%
-8.5%
Q1 2023$8,158
+5.9%
352,322
+1.9%
0.14%
-2.1%
Q4 2022$7,707
-99.9%
345,662
-4.5%
0.14%
+0.7%
Q3 2022$7,886,000
-9.6%
362,083
-3.9%
0.14%
-18.3%
Q2 2022$8,725,000
-12.8%
376,888
-5.3%
0.18%
-7.9%
Q1 2022$10,001,000
-4.4%
397,966
+3.9%
0.19%
-6.4%
Q4 2021$10,457,000
+5.4%
383,183
+7.2%
0.20%
-1.0%
Q3 2021$9,918,000
+5.6%
357,409
+5.8%
0.20%
-4.2%
Q2 2021$9,395,000
-7.0%
337,819
-9.9%
0.21%
-17.4%
Q1 2021$10,098,000
+15.5%
374,763
+19.4%
0.26%
+5.3%
Q4 2020$8,742,000
+52.8%
313,766
+52.1%
0.25%
+29.5%
Q3 2020$5,720,000
+162.5%
206,318
+161.5%
0.19%
+137.5%
Q2 2020$2,179,000
+74.9%
78,896
+62.8%
0.08%
+48.1%
Q1 2020$1,246,000
+161.2%
48,475
+168.8%
0.05%
+200.0%
Q4 2019$477,00018,0330.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 307,844$6,8646.36%
Long Run Wealth Advisors, LLC 145,381$3,241,6331.17%
Fingerlakes Wealth Management, Inc. 26,935$600,5940.83%
Carr Financial Group Corp 50,911$1,135,1880.60%
One Wealth Advisors, LLC 113,191$2,523,8760.58%
Topel & Distasi Wealth Management, LLC 37,032$825,7210.46%
Level Financial Advisors 31,359$699,0000.46%
Horst & Graben Wealth Management LLC 77,093$1,719,0000.45%
Summit Wealth Group, LLC 19,015$4240.45%
Klaas Financial Asset Advisors, LLC 71,114$1,585,6640.39%
View complete list of ISHARES TR shareholders