Crestwood Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$276,702
-3.9%
3,0750.0%0.01%
-22.2%
Q2 2023$287,989
+6.7%
3,0750.0%0.01%0.0%
Q1 2023$269,936
+6.6%
3,0750.0%0.01%0.0%
Q4 2022$253,175
-2.6%
3,075
-10.2%
0.01%0.0%
Q3 2022$260,000
-5.8%
3,4250.0%0.01%0.0%
Q2 2022$276,000
-17.4%
3,425
-0.6%
0.01%0.0%
Q1 2022$334,000
-10.0%
3,445
-1.3%
0.01%
-10.0%
Q4 2021$371,000
+11.4%
3,490
+0.6%
0.01%
+11.1%
Q3 2021$333,000
+0.3%
3,4700.0%0.01%
-10.0%
Q2 2021$332,000
+8.9%
3,4700.0%0.01%0.0%
Q1 2021$305,000
+6.6%
3,4700.0%0.01%
+11.1%
Q4 2020$286,000
+12.2%
3,470
+100.0%
0.01%
-10.0%
Q3 2020$255,000
+9.9%
1,7350.0%0.01%
+11.1%
Q2 2020$232,000
-0.4%
1,7350.0%0.01%0.0%
Q4 2019$233,000
+8.9%
1,7350.0%0.01%0.0%
Q3 2019$214,000
+1.4%
1,7350.0%0.01%
-10.0%
Q2 2019$211,000
+2.9%
1,7350.0%0.01%
-33.3%
Q1 2019$205,000
-1.0%
1,7350.0%0.02%0.0%
Q3 2018$207,000
+2.5%
1,7350.0%0.02%0.0%
Q2 2018$202,000
-0.5%
1,735
-11.5%
0.02%
-11.8%
Q2 2017$203,000
-12.1%
1,960
-15.2%
0.02%
-15.0%
Q1 2017$231,000
-15.7%
2,310
-22.4%
0.02%
-25.9%
Q4 2016$274,000
+0.7%
2,975
-0.7%
0.03%
-18.2%
Q3 2016$272,000
+5.0%
2,9950.0%0.03%
+3.1%
Q2 2016$259,000
+1.6%
2,9950.0%0.03%
+6.7%
Q1 2016$255,000
+1.2%
2,995
-1.0%
0.03%0.0%
Q4 2015$252,000
-30.6%
3,025
-34.3%
0.03%
-36.2%
Q3 2015$363,000
-7.4%
4,6060.0%0.05%
-9.6%
Q2 2015$392,000
-13.5%
4,606
-12.8%
0.05%
-20.0%
Q1 2015$453,000
-0.4%
5,2810.0%0.06%
-4.4%
Q4 2014$455,000
+4.6%
5,2810.0%0.07%0.0%
Q3 2014$435,000
+1.2%
5,281
+1.0%
0.07%
-1.4%
Q2 2014$430,000
+5.1%
5,2310.0%0.07%
+3.0%
Q1 2014$409,000
+35.0%
5,231
+32.4%
0.07%
+39.6%
Q4 2013$303,000
+11.4%
3,951
+2.6%
0.05%0.0%
Q3 2013$272,000
+27.7%
3,851
+22.2%
0.05%
+23.1%
Q2 2013$213,0003,1510.04%
Other shareholders
ISHARES TR shareholders Q4 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