SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 167 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$103,000
+1.0%
913
-0.8%
0.01%0.0%
Q1 2018$102,000
-54.1%
920
-54.1%
0.01%
-56.5%
Q4 2017$222,000
+6.2%
2,0030.0%0.02%0.0%
Q3 2017$209,000
+12.4%
2,003
+10.3%
0.02%
+4.5%
Q2 2017$186,000
-11.0%
1,816
-14.7%
0.02%
-15.4%
Q1 2017$209,000
+20.1%
2,129
+12.9%
0.03%
+8.3%
Q4 2016$174,000
+37.0%
1,886
+35.3%
0.02%
+26.3%
Q3 2016$127,000
+5.8%
1,394
+0.1%
0.02%0.0%
Q2 2016$120,000
-2.4%
1,392
-3.3%
0.02%
-5.0%
Q1 2016$123,000
+8.8%
1,440
+6.1%
0.02%0.0%
Q4 2015$113,000
+9.7%
1,357
+4.0%
0.02%
-4.8%
Q3 2015$103,0001,3050.02%
Other shareholders
ISHARES TR shareholders Q1 2018
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