ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 123 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,825,000 | -22.2% | 25,435 | -26.8% | 2.52% | +0.3% |
| Q3 2017 | $3,632,000 | +1.9% | 34,755 | -0.3% | 2.51% | -4.4% |
| Q2 2017 | $3,564,000 | +2.9% | 34,855 | -1.1% | 2.63% | +9.7% |
| Q1 2017 | $3,462,000 | +8.2% | 35,240 | +1.3% | 2.40% | -1.8% |
| Q4 2016 | $3,201,000 | -3.4% | 34,790 | -4.5% | 2.44% | -4.2% |
| Q3 2016 | $3,315,000 | +11.1% | 36,440 | +5.6% | 2.55% | +9.3% |
| Q2 2016 | $2,983,000 | – | 34,500 | – | 2.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 25,435 | $2,825,000 | 2.52% |
| Highland Private Wealth Management | 90,680 | $10,072,000 | 2.02% |
| TOMPKINS FINANCIAL CORP | 31,258 | $3,471,000 | 0.80% |
| Patriot Wealth Management, Inc. | 47,392 | $5,264,000 | 0.75% |
| FundX Investment Group, LLC | 9,722 | $1,080,000 | 0.54% |
| Squar Milner Financial Services LLC | 3,270 | $387,000 | 0.47% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 9,685 | $1,076,000 | 0.47% |
| PEOPLES BANK /OH | 6,966 | $774,000 | 0.44% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,445 | $1,193,000 | 0.34% |
| Accredited Investors Inc. | 10,972 | $1,219,000 | 0.34% |