Highland Private Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 177 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Highland Private Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,363,000
-5.9%
31,1300.0%0.38%
-1.3%
Q2 2022$2,512,000
-16.7%
31,1300.0%0.39%
-4.0%
Q1 2022$3,015,000
-8.9%
31,1300.0%0.40%
-4.1%
Q4 2021$3,308,000
+10.2%
31,130
-0.5%
0.42%
-1.2%
Q3 2021$3,003,000
+0.4%
31,3000.0%0.42%
-4.3%
Q2 2021$2,990,000
+1.8%
31,300
-6.4%
0.44%
-8.5%
Q1 2021$2,938,000
-46.9%
33,450
-50.2%
0.48%
+1.3%
Q4 2020$5,534,000
+123.9%
67,220
+300.0%
0.48%
-1.4%
Q3 2020$2,472,000
-12.0%
16,805
-20.0%
0.48%
-19.7%
Q2 2020$2,809,000
-41.2%
21,000
-51.7%
0.60%
-7.5%
Q1 2020$4,774,000
+59.0%
43,500
+94.2%
0.65%
-9.2%
Q4 2019$3,002,000
-77.3%
22,400
-79.1%
0.72%
-61.0%
Q3 2019$13,234,000
+7.8%
107,070
+6.3%
1.84%
+5.2%
Q2 2019$12,274,000
+27.2%
100,720
+23.4%
1.75%
+16.1%
Q1 2019$9,652,000
+130.2%
81,620
+100.8%
1.51%
-3.9%
Q4 2018$4,192,000
-10.8%
40,640
+3.3%
1.57%
+0.6%
Q3 2018$4,697,000
-52.8%
39,355
-55.4%
1.56%
-12.1%
Q2 2018$9,960,000
-1.1%
88,300
-2.6%
1.78%
-12.1%
Q4 2017$10,072,000
+4.7%
90,680
-1.5%
2.02%
-2.1%
Q3 2017$9,622,000
+106.8%
92,080
+102.4%
2.06%
-7.1%
Q2 2017$4,653,000
-52.6%
45,500
-54.5%
2.22%
-12.0%
Q1 2017$9,816,000
+141.9%
99,900
+126.5%
2.52%
+21.2%
Q4 2016$4,058,000
+1.6%
44,100
+0.4%
2.08%
+2.0%
Q3 2016$3,996,000
-33.3%
43,930
-36.6%
2.04%
+21.4%
Q2 2016$5,990,000
+146.1%
69,280
+142.2%
1.68%
+17.0%
Q1 2016$2,434,000
+22.9%
28,600
+20.4%
1.44%
+1.8%
Q4 2015$1,980,00023,7501.41%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders