LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$120,000
-35.5%
1,241
-29.2%
0.00%
-50.0%
Q4 2021$186,000
-26.2%
1,752
-33.3%
0.00%0.0%
Q3 2021$252,000
+265.2%
2,625
+212.5%
0.00%
+100.0%
Q4 2020$69,000
-67.6%
840
-51.3%
0.00%
-66.7%
Q3 2019$213,000
-4.9%
1,726
-6.0%
0.00%0.0%
Q2 2019$224,000
+3.2%
1,8360.0%0.00%0.0%
Q1 2019$217,000
+843.5%
1,836
+734.5%
0.00%
Q4 2018$23,0000.0%220
-26.7%
0.00%
-100.0%
Q1 2014$23,0003000.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders