ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 68 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $235,000 | +10.3% | 2,549 | +8.8% | 0.01% | +14.3% |
| Q3 2016 | $213,000 | -36.4% | 2,342 | -39.5% | 0.01% | -41.7% |
| Q2 2016 | $335,000 | +1.8% | 3,870 | +0.0% | 0.01% | -14.3% |
| Q1 2016 | $329,000 | +3.1% | 3,869 | +1.2% | 0.01% | 0.0% |
| Q4 2015 | $319,000 | +100.6% | 3,824 | +89.0% | 0.01% | +16.7% |
| Q3 2015 | $159,000 | -7.6% | 2,023 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $172,000 | -1.1% | 2,023 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $174,000 | +521.4% | 2,023 | +522.5% | 0.01% | +300.0% |
| Q4 2014 | $28,000 | +3.7% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $27,000 | 0.0% | 325 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $27,000 | -46.0% | 325 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $50,000 | +194.1% | 650 | +188.9% | 0.00% | +33.3% |
| Q4 2013 | $17,000 | +6.2% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $16,000 | -42.9% | 225 | -46.0% | 0.00% | -50.0% |
| Q2 2013 | $28,000 | – | 417 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 30,364 | $3,208,000 | 2.29% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 13,336 | $1,787,000 | 1.76% |
| LFA - Lugano Financial Advisors SA | 15,318 | $2,053,000 | 1.50% |
| Ellevest, Inc. | 39,963 | $5,355,000 | 1.49% |
| VERITY Wealth Advisors | 11,251 | $1,508,000 | 1.45% |
| Consolidated Planning Corp | 9,476 | $1,270,000 | 1.26% |
| C-J Advisory, Inc. | 15,457 | $2,071,000 | 1.23% |
| MISSION WEALTH MANAGEMENT, LP | 86,311 | $11,567,000 | 1.11% |
| TOMPKINS FINANCIAL CORP | 43,228 | $5,793,000 | 1.06% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 7,972 | $1,068,000 | 0.97% |