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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $464,000 | +1.5% | 5,369 | 0.0% | 0.06% | -29.7% |
| Q1 2016 | $457,000 | +2.0% | 5,369 | 0.0% | 0.09% | -2.2% |
| Q4 2015 | $448,000 | +5.9% | 5,369 | 0.0% | 0.09% | 0.0% |
| Q3 2015 | $423,000 | -7.4% | 5,369 | 0.0% | 0.09% | -2.1% |
| Q2 2015 | $457,000 | -0.9% | 5,369 | 0.0% | 0.10% | -4.0% |
| Q1 2015 | $461,000 | -0.2% | 5,369 | 0.0% | 0.10% | -7.5% |
| Q4 2014 | $462,000 | +4.5% | 5,369 | 0.0% | 0.11% | -7.0% |
| Q3 2014 | $442,000 | 0.0% | 5,369 | 0.0% | 0.12% | -1.7% |
| Q2 2014 | $442,000 | -28.9% | 5,369 | -32.6% | 0.12% | -35.7% |
| Q1 2014 | $622,000 | +1.8% | 7,960 | 0.0% | 0.18% | +2.8% |
| Q4 2013 | $611,000 | +8.5% | 7,960 | 0.0% | 0.18% | +3.5% |
| Q3 2013 | $563,000 | +4.5% | 7,960 | 0.0% | 0.17% | +14.0% |
| Q2 2013 | $539,000 | – | 7,960 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 32,891 | $3,281,000 | 2.36% |
| Highland Private Wealth Management | 39,355 | $4,697,000 | 1.56% |
| TOMPKINS FINANCIAL CORP | 31,827 | $3,799,000 | 0.78% |
| C-J Advisory, Inc. | 9,333 | $1,114,000 | 0.75% |
| Patriot Wealth Management, Inc. | 46,641 | $5,567,000 | 0.70% |
| FundX Investment Group, LLC | 9,342 | $1,115,000 | 0.62% |
| MISSION WEALTH MANAGEMENT, LP | 36,725 | $4,383,000 | 0.58% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 10,640 | $1,270,000 | 0.51% |
| Shepherd Financial Partners LLC | 16,252 | $1,834,000 | 0.41% |
| Snowden Capital Advisors LLC | 29,481 | $3,518,938 | 0.40% |