BOSTON FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 743 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$298
+2.8%
2,902
+4.1%
0.02%
+9.1%
Q2 2023$290
-0.7%
2,7870.0%0.02%
-4.3%
Q1 2023$292
+0.3%
2,7870.0%0.02%
-4.2%
Q4 2022$291
-99.9%
2,7870.0%0.02%
-4.0%
Q3 2022$286,000
+15.8%
2,787
+18.1%
0.02%
+19.0%
Q2 2022$247,0002,3600.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders