FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$274,408
-7.8%
3,050
-4.1%
0.01%0.0%
Q2 2023$297,775
+5.9%
3,180
-0.8%
0.01%0.0%
Q1 2023$281,303
+106454.2%
3,2050.0%0.01%0.0%
Q4 2022$264
-99.9%
3,2050.0%0.01%
-30.0%
Q3 2022$243,000
-8.3%
3,205
-2.4%
0.01%0.0%
Q2 2022$265,000
-18.0%
3,285
-1.5%
0.01%0.0%
Q1 2022$323,000
-29.3%
3,335
-22.5%
0.01%
-23.1%
Q4 2021$457,000
+4.8%
4,305
-5.2%
0.01%
-7.1%
Q3 2021$436,000
+7.4%
4,542
+6.8%
0.01%
+7.7%
Q2 2021$406,000
+8.3%
4,252
-0.5%
0.01%0.0%
Q1 2021$375,000
+6.5%
4,2720.0%0.01%
+44.4%
Q4 2020$352,000
+6.0%
4,272
+89.0%
0.01%0.0%
Q3 2020$332,000
+9.2%
2,260
-0.4%
0.01%0.0%
Q2 2020$304,000
+14.3%
2,270
-6.2%
0.01%
-10.0%
Q1 2020$266,000
-26.7%
2,420
-10.6%
0.01%
-9.1%
Q4 2019$363,0002,7080.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 110,751$10,643,0008.63%
SPINNAKER TRUST 1,040,357$99,396,0006.92%
Roof Eidam Maycock Peralta, LLC 163,007$15,574,0005.81%
Prostatis Group LLC 64,499$6,162,2644.21%
C-J Advisory, Inc. 62,564$5,977,0003.21%
Consolidated Planning Corp 34,070$3,255,0002.41%
Stewardship Advisors, LLC 63,439$6,061,0002.27%
Colorado Capital Management, Inc. 25,647$2,990,0002.01%
VERITY Wealth Advisors 21,578$2,062,0001.87%
Ellevest, Inc. 174,836$16,703,0001.66%
View complete list of ISHARES TR shareholders