ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 74 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $2,565,000 | +3.3% | 26,111 | -3.2% | 0.02% | -5.0% |
| Q4 2016 | $2,483,000 | +8.3% | 26,984 | +7.0% | 0.02% | +5.3% |
| Q3 2016 | $2,293,000 | +4.5% | 25,213 | -0.6% | 0.02% | -5.0% |
| Q2 2016 | $2,194,000 | +2.7% | 25,374 | +1.1% | 0.02% | -4.8% |
| Q1 2016 | $2,137,000 | +18.1% | 25,105 | +15.7% | 0.02% | +10.5% |
| Q4 2015 | $1,810,000 | +12.5% | 21,702 | +6.3% | 0.02% | +5.6% |
| Q3 2015 | $1,609,000 | +10.2% | 20,422 | +19.1% | 0.02% | +12.5% |
| Q2 2015 | $1,460,000 | +0.8% | 17,149 | +1.6% | 0.02% | -5.9% |
| Q1 2015 | $1,449,000 | -3.2% | 16,881 | -2.9% | 0.02% | -10.5% |
| Q4 2014 | $1,497,000 | -5.3% | 17,383 | -9.5% | 0.02% | -13.6% |
| Q3 2014 | $1,580,000 | +8.1% | 19,201 | +8.1% | 0.02% | +4.8% |
| Q2 2014 | $1,462,000 | +9.4% | 17,770 | +3.9% | 0.02% | 0.0% |
| Q1 2014 | $1,336,000 | +15.1% | 17,106 | +13.1% | 0.02% | +10.5% |
| Q4 2013 | $1,161,000 | +26.2% | 15,128 | +16.3% | 0.02% | +11.8% |
| Q3 2013 | $920,000 | +10.6% | 13,008 | +5.7% | 0.02% | 0.0% |
| Q2 2013 | $832,000 | – | 12,303 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 250,287 | $20,603,616 | 14.19% |
| SPINNAKER TRUST | 974,344 | $80,208 | 6.25% |
| Permanens Capital L.P. | 138,418 | $11,394,570 | 2.76% |
| Prostatis Group LLC | 53,434 | $4,398,716 | 2.68% |
| Colorado Capital Management, Inc. | 21,595 | $2,597 | 2.16% |
| PayPay Securities Corp | 371 | $30,541 | 2.05% |
| Money Design Co.,Ltd. | 709,986 | $58,446 | 2.00% |
| Corundum Group, Inc. | 39,829 | $3,279 | 1.85% |
| VERITY Wealth Advisors | 22,538 | $1,855,328 | 1.82% |
| SOA Wealth Advisors, LLC. | 81,062 | $6,673,055 | 1.80% |