ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 105 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $202,000 | -17.2% | 1,928 | -17.2% | 0.00% | -20.0% |
| Q4 2017 | $244,000 | -1.2% | 2,328 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $247,000 | +0.4% | 2,328 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $246,000 | -91.8% | 2,328 | -91.8% | 0.01% | -93.0% |
| Q2 2016 | $3,014,000 | +4.8% | 28,339 | +4.6% | 0.07% | +1.4% |
| Q1 2016 | $2,877,000 | -14.3% | 27,102 | -14.5% | 0.07% | -18.6% |
| Q4 2015 | $3,357,000 | +3.3% | 31,686 | +3.3% | 0.09% | -6.5% |
| Q3 2015 | $3,251,000 | +1.0% | 30,686 | +0.8% | 0.09% | +8.2% |
| Q2 2015 | $3,218,000 | -1.5% | 30,456 | -1.4% | 0.08% | -3.4% |
| Q1 2015 | $3,268,000 | +0.2% | 30,884 | +0.3% | 0.09% | -1.1% |
| Q4 2014 | $3,261,000 | -2.3% | 30,786 | -2.0% | 0.09% | -8.2% |
| Q3 2014 | $3,337,000 | +3.1% | 31,427 | +3.2% | 0.10% | +3.2% |
| Q2 2014 | $3,237,000 | +0.6% | 30,462 | +0.6% | 0.09% | -3.1% |
| Q1 2014 | $3,218,000 | -15.1% | 30,291 | -15.1% | 0.10% | -15.7% |
| Q4 2013 | $3,789,000 | -5.2% | 35,671 | -5.2% | 0.12% | -17.9% |
| Q3 2013 | $3,997,000 | +1.2% | 37,640 | +0.4% | 0.14% | -3.4% |
| Q2 2013 | $3,949,000 | – | 37,505 | – | 0.14% | – |
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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% |