Harfst & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders