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 2018 | $126,000 | +1.6% | 1,219 | +17.3% | 0.06% | +13.7% |
| Q3 2018 | $124,000 | +14.8% | 1,039 | +8.3% | 0.05% | +10.9% |
| Q2 2018 | $108,000 | +1.9% | 959 | 0.0% | 0.05% | +4.5% |
| Q1 2018 | $106,000 | 0.0% | 959 | +0.2% | 0.04% | 0.0% |
| Q4 2017 | $106,000 | +7.1% | 957 | +0.8% | 0.04% | +2.3% |
| Q3 2017 | $99,000 | +2.1% | 949 | +0.3% | 0.04% | -2.3% |
| Q2 2017 | $97,000 | +4.3% | 946 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $93,000 | – | 946 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 25,435 | $2,825,000 | 2.52% |
| Highland Private Wealth Management | 90,680 | $10,072,000 | 2.02% |
| TOMPKINS FINANCIAL CORP | 31,258 | $3,471,000 | 0.80% |
| Patriot Wealth Management, Inc. | 47,392 | $5,264,000 | 0.75% |
| FundX Investment Group, LLC | 9,722 | $1,080,000 | 0.54% |
| Squar Milner Financial Services LLC | 3,270 | $387,000 | 0.47% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 9,685 | $1,076,000 | 0.47% |
| PEOPLES BANK /OH | 6,966 | $774,000 | 0.44% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,445 | $1,193,000 | 0.34% |
| Accredited Investors Inc. | 10,972 | $1,219,000 | 0.34% |