ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 403 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,952 | +2.2% | 28,243 | +2.4% | 0.00% | 0.0% |
| Q1 2024 | $2,889 | +7.4% | 27,593 | +8.1% | 0.00% | +33.3% |
| Q4 2023 | $2,691 | +21.0% | 25,529 | +18.1% | 0.00% | 0.0% |
| Q3 2023 | $2,224 | +58.6% | 21,625 | +60.4% | 0.00% | +50.0% |
| Q2 2023 | $1,402 | -0.6% | 13,480 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,411 | +0.4% | 13,480 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,405 | -96.0% | 13,480 | +3751.4% | 0.00% | – |
| Q3 2022 | $35,000 | -2.8% | 350 | 0.0% | 0.00% | – |
| Q2 2022 | $36,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q1 2022 | $36,000 | -2.7% | 350 | 0.0% | 0.00% | – |
| Q4 2021 | $37,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q3 2021 | $37,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q2 2021 | $37,000 | -22.9% | 350 | -22.2% | 0.00% | – |
| Q1 2021 | $48,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q4 2020 | $48,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q3 2020 | $48,000 | -31.4% | 450 | -30.8% | 0.00% | – |
| Q2 2020 | $70,000 | -30.0% | 650 | -31.6% | 0.00% | – |
| Q1 2020 | $100,000 | -1.0% | 950 | 0.0% | 0.00% | – |
| Q4 2019 | $101,000 | 0.0% | 950 | 0.0% | 0.00% | – |
| Q3 2019 | $101,000 | 0.0% | 950 | 0.0% | 0.00% | – |
| Q2 2019 | $101,000 | +1.0% | 950 | 0.0% | 0.00% | – |
| Q1 2019 | $100,000 | – | 950 | – | 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% |