ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 70 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $243,256 | +13.1% | 2,955 | +45.9% | 0.01% | +12.5% |
| Q4 2021 | $215,000 | +0.9% | 2,025 | +5.5% | 0.01% | +60.0% |
| Q1 2018 | $213,000 | -74.1% | 1,920 | -74.0% | 0.01% | -72.2% |
| Q4 2017 | $821,000 | +206.3% | 7,388 | +188.4% | 0.02% | +200.0% |
| Q3 2017 | $268,000 | -1.1% | 2,562 | -3.4% | 0.01% | +20.0% |
| Q2 2017 | $271,000 | -9.7% | 2,653 | -13.1% | 0.01% | -16.7% |
| Q1 2017 | $300,000 | -84.1% | 3,053 | -85.1% | 0.01% | -83.3% |
| Q4 2016 | $1,888,000 | +133.4% | 20,520 | +130.8% | 0.04% | +140.0% |
| Q3 2016 | $809,000 | -39.7% | 8,889 | -42.7% | 0.02% | -37.5% |
| Q2 2016 | $1,342,000 | -22.1% | 15,515 | -23.4% | 0.02% | -25.0% |
| Q1 2016 | $1,723,000 | -21.3% | 20,244 | -22.9% | 0.03% | -17.9% |
| Q4 2015 | $2,190,000 | +6.6% | 26,268 | +0.8% | 0.04% | +14.7% |
| Q3 2015 | $2,054,000 | +19.7% | 26,070 | +29.3% | 0.03% | +47.8% |
| Q2 2015 | $1,716,000 | -0.4% | 20,165 | +0.5% | 0.02% | -11.5% |
| Q1 2015 | $1,723,000 | +0.6% | 20,067 | +0.9% | 0.03% | 0.0% |
| Q4 2014 | $1,712,000 | +4.2% | 19,885 | -0.4% | 0.03% | +4.0% |
| Q3 2014 | $1,643,000 | -5.1% | 19,966 | -5.1% | 0.02% | -7.4% |
| Q2 2014 | $1,732,000 | +5.2% | 21,046 | -0.2% | 0.03% | -10.0% |
| Q1 2014 | $1,646,000 | -3.7% | 21,079 | -5.4% | 0.03% | -11.8% |
| Q4 2013 | $1,709,000 | +11.9% | 22,273 | +3.2% | 0.03% | +3.0% |
| Q3 2013 | $1,527,000 | +38.9% | 21,582 | +32.8% | 0.03% | +32.0% |
| Q2 2013 | $1,099,000 | – | 16,246 | – | 0.02% | – |
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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% |