Private Capital Group, LLC - ISHARES TR ownership

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ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$941,000
-46.0%
11,666
-35.1%
0.71%
+79.2%
Q1 2022$1,742,000
-8.8%
17,9860.0%0.40%
-2.5%
Q4 2021$1,911,000
+9.5%
17,986
-1.1%
0.40%
+3.1%
Q3 2021$1,745,000
+0.4%
18,1860.0%0.39%
-0.5%
Q2 2021$1,738,000
+7.2%
18,186
-1.5%
0.40%
-1.7%
Q1 2021$1,621,000
+6.6%
18,4620.0%0.40%
+43.6%
Q4 2020$1,520,000
+10.2%
18,462
+96.9%
0.28%
-3.4%
Q3 2020$1,379,000
+10.5%
9,378
+0.6%
0.29%
+7.4%
Q2 2020$1,248,000
+21.9%
9,3260.0%0.27%
+1.9%
Q1 2020$1,024,000
-18.5%
9,326
-0.5%
0.26%
-1.1%
Q4 2019$1,256,000
+1.5%
9,373
-6.4%
0.27%
+22.4%
Q3 2019$1,238,000
+11.2%
10,013
+1.9%
0.22%
-13.8%
Q2 2019$1,113,000
-5.1%
9,823
-1.0%
0.25%
+13.9%
Q1 2019$1,173,000
+5.5%
9,918
-8.0%
0.22%
-7.1%
Q4 2018$1,112,000
-13.9%
10,7770.0%0.24%
-7.3%
Q3 2018$1,291,000
+5.7%
10,7770.0%0.26%
-1.9%
Q2 2018$1,221,000
+2.2%
10,7770.0%0.26%
-0.8%
Q1 2018$1,195,000
-0.2%
10,7770.0%0.27%
-5.7%
Q4 2017$1,197,000–10,777–0.28%–
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Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 256,433$24,012,39215.05%
SPINNAKER TRUST 817,991$76,596,6775.56%
Corundum Group, Inc. 61,287$5,738,9152.86%
Varma Mutual Pension Insurance Co 2,350,000$220,054,0002.63%
Stewardship Advisors, LLC 67,787$6,347,5752.39%
VERITY Wealth Advisors 23,554$2,205,5971.98%
Ellevest, Inc. 262,932$24,620,9691.85%
Colorado Capital Management, Inc. 21,234$2,4051.78%
Roof Eidam Maycock Peralta, LLC 55,429$5,190,3721.74%
Permanens Capital L.P. 79,149$7,411,5121.71%
View complete list of ISHARES TR shareholders