ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 171 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $667,000 | +10.4% | 4,977 | +1.8% | 0.01% | +25.0% |
| Q3 2019 | $604,000 | +60.6% | 4,889 | +58.3% | 0.00% | +33.3% |
| Q2 2019 | $376,000 | +8.7% | 3,089 | +5.5% | 0.00% | 0.0% |
| Q1 2019 | $346,000 | +21.8% | 2,928 | +6.7% | 0.00% | 0.0% |
| Q4 2018 | $284,000 | +27.9% | 2,744 | +48.2% | 0.00% | +50.0% |
| Q3 2018 | $222,000 | +131.2% | 1,852 | +118.1% | 0.00% | +100.0% |
| Q2 2018 | $96,000 | +3.2% | 849 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $93,000 | +38.8% | 849 | +39.9% | 0.00% | 0.0% |
| Q4 2017 | $67,000 | +24.1% | 607 | +19.7% | 0.00% | 0.0% |
| Q3 2017 | $54,000 | -49.1% | 507 | -50.9% | 0.00% | -50.0% |
| Q2 2017 | $106,000 | -10.9% | 1,033 | -14.3% | 0.00% | 0.0% |
| Q1 2017 | $119,000 | -9.2% | 1,206 | -15.7% | 0.00% | -33.3% |
| Q4 2016 | $131,000 | +18.0% | 1,430 | +16.4% | 0.00% | 0.0% |
| Q3 2016 | $111,000 | +14.4% | 1,229 | +8.2% | 0.00% | 0.0% |
| Q2 2016 | $97,000 | – | 1,136 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 32,891 | $3,281,000 | 2.36% |
| Highland Private Wealth Management | 39,355 | $4,697,000 | 1.56% |
| TOMPKINS FINANCIAL CORP | 31,827 | $3,799,000 | 0.78% |
| C-J Advisory, Inc. | 9,333 | $1,114,000 | 0.75% |
| Patriot Wealth Management, Inc. | 46,641 | $5,567,000 | 0.70% |
| FundX Investment Group, LLC | 9,342 | $1,115,000 | 0.62% |
| MISSION WEALTH MANAGEMENT, LP | 36,725 | $4,383,000 | 0.58% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 10,640 | $1,270,000 | 0.51% |
| Shepherd Financial Partners LLC | 16,252 | $1,834,000 | 0.41% |
| Snowden Capital Advisors LLC | 29,481 | $3,518,938 | 0.40% |