ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $877,000 | -82.7% | 8,374 | -82.7% | 0.00% | -66.7% |
| Q1 2022 | $5,060,000 | -39.9% | 48,374 | -38.3% | 0.00% | -40.0% |
| Q4 2021 | $8,415,000 | -0.2% | 78,374 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $8,431,000 | -0.2% | 78,374 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $8,450,000 | +32.0% | 78,374 | +32.0% | 0.01% | 0.0% |
| Q1 2021 | $6,402,000 | -13.4% | 59,374 | -13.2% | 0.01% | 0.0% |
| Q4 2020 | $7,392,000 | -15.9% | 68,374 | -15.9% | 0.01% | -28.6% |
| Q3 2020 | $8,789,000 | +0.2% | 81,302 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $8,769,000 | +1.5% | 81,302 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $8,642,000 | +38.8% | 81,302 | +39.4% | 0.01% | +100.0% |
| Q4 2019 | $6,225,000 | +192.1% | 58,302 | +191.5% | 0.01% | +150.0% |
| Q3 2019 | $2,131,000 | -81.8% | 20,000 | -81.8% | 0.00% | -81.8% |
| Q2 2019 | $11,721,000 | +4443.0% | 110,000 | +4411.9% | 0.01% | – |
| Q1 2019 | $258,000 | -29.7% | 2,438 | -30.0% | 0.00% | – |
| Q4 2018 | $367,000 | – | 3,481 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 485,752 | $50,873,000 | 10.47% |
| DGS Capital Management, LLC | 272,786 | $28,568,883 | 8.11% |
| Windham Capital Management, LLC | 84,825 | $8,883,772 | 6.99% |
| Life Planning Partners, Inc | 66,213 | $6,934,475 | 6.91% |
| WIT, LLC | 1,845 | $193,260,468 | 5.88% |
| BROWN WEALTH MANAGEMENT, LLC | 124,975 | $13,088,655 | 5.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 512,989 | $53,725,316 | 5.37% |
| Clarus Group, Inc. | 63,106 | $6,609,042 | 4.63% |
| Bromfield Sneider Wealth Advisors | 71,000 | $7,435,805 | 4.60% |
| Salomon & Ludwin, LLC | 503,947 | $52,795,847 | 4.54% |