Harfst & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 138 filers reported holding ISHARES TR in Q3 2017. 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
Q2 2024$254,631
+2.9%
2,2660.0%0.06%
+51.3%
Q1 2024$247,380
+8.6%
2,2660.0%0.04%
-35.0%
Q4 2023$227,756
+11.7%
2,2660.0%0.06%
+5.3%
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 Q3 2017
NameSharesValueWeighting ↓
SPINNAKER TRUST 1,030,982$90,540,0006.79%
C-J Advisory, Inc. 63,573$5,583,0003.25%
Prostatis Group LLC 43,201$3,793,9122.98%
Colorado Capital Management, Inc. 27,713$3,162,0002.26%
Stewardship Advisors, LLC 63,070$5,539,0002.18%
Varma Mutual Pension Insurance Co 1,479,816$129,957,0001.88%
Consolidated Planning Corp 32,746$2,875,0001.84%
Permanens Capital L.P. 99,132$8,706,0001.79%
VERITY Wealth Advisors 21,578$1,895,0001.68%
LFA - Lugano Financial Advisors SA 26,964$2,368,0001.66%
View complete list of ISHARES TR shareholders