ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 222 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,000 | -86.8% | 46 | -87.1% | 0.00% | -86.2% |
| Q2 2020 | $38,000 | -30.9% | 356 | -31.0% | 0.03% | -40.8% |
| Q1 2020 | $55,000 | -78.9% | 516 | -78.9% | 0.05% | -70.5% |
| Q4 2019 | $261,000 | +5120.0% | 2,446 | +5217.4% | 0.17% | +5433.3% |
| Q3 2019 | $5,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 46 | +7.0% | 0.00% | -25.0% |
| Q4 2018 | $5,000 | -72.2% | 43 | -74.4% | 0.00% | -63.6% |
| Q3 2018 | $18,000 | 0.0% | 168 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | +100.0% | 168 | +93.1% | 0.01% | +83.3% |
| Q2 2016 | $9,000 | 0.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 87 | 0.0% | 0.01% | -14.3% |
| Q4 2015 | $9,000 | -83.9% | 87 | -83.6% | 0.01% | -81.6% |
| Q2 2015 | $56,000 | -76.2% | 530 | -76.2% | 0.04% | -75.0% |
| Q1 2015 | $235,000 | -0.4% | 2,225 | 0.0% | 0.15% | -1.9% |
| Q4 2014 | $236,000 | – | 2,225 | – | 0.16% | – |
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% |