CARRET ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CARRET ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$615,877
-3.9%
6,8450.0%0.09%
+1.2%
Q2 2023$641,000
+7.0%
6,845
+0.2%
0.08%
+2.4%
Q1 2023$599,000
+106864.3%
6,828
+0.4%
0.08%
+7.8%
Q4 2022$560
-99.9%
6,802
+0.9%
0.08%
+1.3%
Q3 2022$512,000
-5.9%
6,7390.0%0.08%
+1.3%
Q2 2022$544,000
-16.4%
6,739
+0.3%
0.08%0.0%
Q1 2022$651,0006,7200.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 25,435$2,825,0002.52%
Highland Private Wealth Management 90,680$10,072,0002.02%
TOMPKINS FINANCIAL CORP 31,258$3,471,0000.80%
Patriot Wealth Management, Inc. 47,392$5,264,0000.75%
FundX Investment Group, LLC 9,722$1,080,0000.54%
Squar Milner Financial Services LLC 3,270$387,0000.47%
GOULD ASSET MANAGEMENT LLC /CA/ 9,685$1,076,0000.47%
PEOPLES BANK /OH 6,966$774,0000.44%
FLAGSHIP HARBOR ADVISORS, LLC 10,445$1,193,0000.34%
Accredited Investors Inc. 10,972$1,219,0000.34%
View complete list of ISHARES TR shareholders