Harfst & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 91 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Harfst & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$203,873
-3.9%
2,2660.0%0.06%
+1.8%
Q2 2023$212,189
-3.9%
2,266
-9.9%
0.06%
-11.1%
Q1 2023$220,830
-6.4%
2,516
-12.2%
0.06%
-7.4%
Q4 2022$235,929
+8.2%
2,8660.0%0.07%
+3.0%
Q3 2022$218,000
-5.6%
2,8660.0%0.07%0.0%
Q2 2022$231,000
-16.6%
2,8660.0%0.07%
+3.1%
Q1 2022$277,000
-8.9%
2,8660.0%0.06%
-16.9%
Q4 2021$304,000
+10.9%
2,8660.0%0.08%
+1.3%
Q3 2021$274,000
+0.4%
2,8660.0%0.08%
-3.8%
Q2 2021$273,000
+30.0%
2,866
+19.7%
0.08%
+25.4%
Q1 2021$210,000
+69.4%
2,394
+95.9%
0.06%
+26.0%
Q2 2017$124,000
+3.3%
1,2220.0%0.05%
-3.8%
Q1 2017$120,000
-4.0%
1,222
-18.5%
0.05%
+2.0%
Q4 2015$125,000
+5.9%
1,5000.0%0.05%
-1.9%
Q3 2015$118,000
-7.8%
1,5000.0%0.05%
-27.8%
Q2 2015$128,0001,5000.07%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 25,435$2,825,0002.52%
Highland Private Wealth Management 90,680$10,072,0002.02%
TOMPKINS FINANCIAL CORP 31,258$3,471,0000.80%
Patriot Wealth Management, Inc. 47,392$5,264,0000.75%
FundX Investment Group, LLC 9,722$1,080,0000.54%
Squar Milner Financial Services LLC 3,270$387,0000.47%
GOULD ASSET MANAGEMENT LLC /CA/ 9,685$1,076,0000.47%
PEOPLES BANK /OH 6,966$774,0000.44%
FLAGSHIP HARBOR ADVISORS, LLC 10,445$1,193,0000.34%
Accredited Investors Inc. 10,972$1,219,0000.34%
View complete list of ISHARES TR shareholders