ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 213 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,419,000 | -17.7% | 32,434 | -18.2% | 0.50% | -4.6% |
| Q3 2018 | $4,153,000 | -2.6% | 39,655 | -2.4% | 0.52% | -10.6% |
| Q2 2018 | $4,265,000 | -37.6% | 40,610 | -37.7% | 0.59% | -39.8% |
| Q1 2018 | $6,840,000 | -10.6% | 65,219 | -10.6% | 0.97% | -10.1% |
| Q4 2017 | $7,648,000 | – | 72,924 | – | 1.08% | – |
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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% |