ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 106 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 110,751 | $10,643,000 | 8.63% |
| SPINNAKER TRUST | 1,040,357 | $99,396,000 | 6.92% |
| Roof Eidam Maycock Peralta, LLC | 163,007 | $15,574,000 | 5.81% |
| Prostatis Group LLC | 64,499 | $6,162,264 | 4.21% |
| C-J Advisory, Inc. | 62,564 | $5,977,000 | 3.21% |
| Consolidated Planning Corp | 34,070 | $3,255,000 | 2.41% |
| Stewardship Advisors, LLC | 63,439 | $6,061,000 | 2.27% |
| Colorado Capital Management, Inc. | 25,647 | $2,990,000 | 2.01% |
| VERITY Wealth Advisors | 21,578 | $2,062,000 | 1.87% |
| Ellevest, Inc. | 174,836 | $16,703,000 | 1.66% |