ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 73 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,304,000 | -44.2% | 26,757 | -46.6% | 0.46% | -41.3% |
| Q3 2014 | $4,126,000 | +0.0% | 50,131 | 0.0% | 0.78% | -0.1% |
| Q2 2014 | $4,125,000 | +5.4% | 50,131 | 0.0% | 0.78% | +8.4% |
| Q1 2014 | $3,915,000 | +1.8% | 50,131 | 0.0% | 0.72% | +5.1% |
| Q4 2013 | $3,846,000 | +8.5% | 50,131 | 0.0% | 0.69% | +9.9% |
| Q3 2013 | $3,546,000 | +4.5% | 50,131 | 0.0% | 0.63% | -12.2% |
| Q2 2013 | $3,392,000 | – | 50,131 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 25,435 | $2,825,000 | 2.52% |
| Highland Private Wealth Management | 90,680 | $10,072,000 | 2.02% |
| TOMPKINS FINANCIAL CORP | 31,258 | $3,471,000 | 0.80% |
| Patriot Wealth Management, Inc. | 47,392 | $5,264,000 | 0.75% |
| FundX Investment Group, LLC | 9,722 | $1,080,000 | 0.54% |
| Squar Milner Financial Services LLC | 3,270 | $387,000 | 0.47% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 9,685 | $1,076,000 | 0.47% |
| PEOPLES BANK /OH | 6,966 | $774,000 | 0.44% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,445 | $1,193,000 | 0.34% |
| Accredited Investors Inc. | 10,972 | $1,219,000 | 0.34% |