PFS INVESTMENTS INC. - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PFS INVESTMENTS INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$16,144
-9.4%
675,204
-8.5%
0.26%
-14.6%
Q1 2023$17,810
+5.1%
737,795
+3.5%
0.31%
-2.2%
Q4 2022$16,938
-99.8%
712,569
+108.9%
0.32%
+116.4%
Q3 2022$8,011,000
-7.8%
341,051
-5.5%
0.15%
-16.1%
Q2 2022$8,690,000
-9.0%
360,750
-6.9%
0.17%
-3.9%
Q1 2022$9,546,000
-0.8%
387,559
+3.3%
0.18%
-2.7%
Q4 2021$9,621,000
+6.6%
375,097
+7.4%
0.19%
-0.5%
Q3 2021$9,029,000
+5.3%
349,163
+6.1%
0.19%
-4.1%
Q2 2021$8,575,000
-9.9%
329,127
-10.2%
0.20%
-20.1%
Q1 2021$9,521,000
-3.3%
366,562
-2.8%
0.24%
-11.9%
Q4 2020$9,846,000
+53.9%
376,950
+53.8%
0.28%
+30.7%
Q3 2020$6,398,000
+163.4%
245,082
+162.4%
0.21%
+135.6%
Q2 2020$2,429,000
+73.6%
93,390
+66.3%
0.09%
+47.5%
Q1 2020$1,399,000
+163.0%
56,146
+168.3%
0.06%
+190.5%
Q4 2019$532,00020,9250.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 367,192$9,044,0004.65%
Private Ocean, LLC 1,131,724$27,874,0003.48%
Laurel Wealth Planning LLC 143,915$3,545,0002.39%
Braun-Bostich & Associates Inc. 43,415$1,069,0002.30%
Stewardship Advisors, LLC 224,767$5,536,0002.04%
Summit Wealth Group, LLC 72,829$1,794,0001.88%
IMPACTfolio, LLC 91,101$2,244,0001.67%
Evergreen Wealth Solutions, LLC 58,973$1,453,0001.41%
Affinity Capital Advisors, LLC 179,518$4,422,0001.38%
Arlington Financial Advisors, LLC 145,302$3,579,0001.36%
View complete list of ISHARES TR shareholders