BAILARD, INC. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 210 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BAILARD, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,577,768
-5.3%
22,940
-8.0%
0.07%
-5.3%
Q1 2024$2,720,735
+5.8%
24,922
-2.6%
0.08%
-1.3%
Q4 2023$2,571,649
+16.4%
25,586
+4.2%
0.08%
+4.1%
Q3 2023$2,209,393
-6.8%
24,557
-3.0%
0.07%
-12.0%
Q2 2023$2,371,339
+9.9%
25,324
+3.0%
0.08%
+7.8%
Q1 2023$2,157,474
+2.6%
24,581
-3.8%
0.08%
-3.8%
Q4 2022$2,102,453
+4.8%
25,540
-3.4%
0.08%
-3.6%
Q3 2022$2,007,000
-4.8%
26,440
+1.2%
0.08%0.0%
Q2 2022$2,108,000
-15.4%
26,128
+1.5%
0.08%
-1.2%
Q1 2022$2,492,000
-10.2%
25,736
-1.5%
0.08%
-5.6%
Q4 2021$2,776,000
+8.8%
26,130
-1.8%
0.09%
+2.3%
Q3 2021$2,552,000
-0.9%
26,596
-1.3%
0.09%
-2.2%
Q2 2021$2,574,000
+8.2%
26,946
-0.5%
0.09%
+1.1%
Q1 2021$2,379,000
+11.7%
27,094
+4.7%
0.09%
-9.3%
Q4 2020$2,130,000
+5.3%
25,871
+88.2%
0.10%
-7.6%
Q3 2020$2,022,000
+10.8%
13,744
+0.7%
0.10%
+2.9%
Q2 2020$1,825,000
+22.1%
13,644
+0.2%
0.10%
-3.8%
Q1 2020$1,495,000
-21.9%
13,615
-4.7%
0.11%
-1.9%
Q4 2019$1,914,000
+19.9%
14,283
+10.6%
0.11%
+11.3%
Q3 2019$1,596,000
+8.1%
12,913
+6.6%
0.10%
+7.8%
Q2 2019$1,477,000
+6.6%
12,118
+3.4%
0.09%
+4.7%
Q1 2019$1,386,000
+19.0%
11,718
+3.8%
0.09%
+8.9%
Q4 2018$1,165,000
+8.2%
11,291
+25.1%
0.08%
+25.4%
Q3 2018$1,077,000
+12.0%
9,024
+5.8%
0.06%
+10.5%
Q2 2018$962,000
-0.3%
8,526
-2.1%
0.06%
-8.1%
Q1 2018$965,000
-6.1%
8,706
-6.0%
0.06%
-4.6%
Q4 2017$1,028,000
+9.8%
9,257
+3.3%
0.06%
-9.7%
Q3 2017$936,000
+8.3%
8,957
+6.0%
0.07%
+2.9%
Q2 2017$864,000
+8.7%
8,447
+4.4%
0.07%
+6.1%
Q1 2017$795,000
+16.4%
8,088
+9.0%
0.07%
+4.8%
Q4 2016$683,000
+35.8%
7,423
+34.3%
0.06%
+37.0%
Q3 2016$503,0005,5270.05%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 30,364$3,208,0002.29%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 13,336$1,787,0001.76%
LFA - Lugano Financial Advisors SA 15,318$2,053,0001.50%
Ellevest, Inc. 39,963$5,355,0001.49%
VERITY Wealth Advisors 11,251$1,508,0001.45%
Consolidated Planning Corp 9,476$1,270,0001.26%
C-J Advisory, Inc. 15,457$2,071,0001.23%
MISSION WEALTH MANAGEMENT, LP 86,311$11,567,0001.11%
TOMPKINS FINANCIAL CORP 43,228$5,793,0001.06%
BLUESTEM FINANCIAL ADVISORS, LLC 7,972$1,068,0000.97%
View complete list of ISHARES TR shareholders