VALLEY WEALTH MANAGERS, INC. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,490
-13.3%
350
-9.8%
0.00%0.0%
Q2 2023$36,332
+6.7%
3880.0%0.00%0.0%
Q1 2023$34,055
-29.6%
388
-34.0%
0.00%
-25.0%
Q4 2022$48,404
+7.6%
5880.0%0.00%0.0%
Q3 2022$45,000
-4.3%
5880.0%0.00%0.0%
Q2 2022$47,0005880.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders