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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $42,761 | +3.4% | 409 | +3.5% | 0.00% | 0.0% |
| Q1 2024 | $41,368 | -0.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $41,645 | +101.4% | 395 | +96.5% | 0.00% | 0.0% |
| Q3 2023 | $20,675 | -1.1% | 201 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,912 | -0.6% | 201 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,041 | +0.4% | 201 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $20,958 | +90.5% | 201 | +82.7% | 0.00% | – |
| Q3 2022 | $11,000 | -87.4% | 110 | -86.7% | 0.00% | -100.0% |
| Q2 2022 | $87,000 | +67.3% | 830 | +73.3% | 0.00% | 0.0% |
| Q3 2020 | $52,000 | -55.2% | 479 | -55.5% | 0.00% | -57.1% |
| Q2 2020 | $116,000 | -10.8% | 1,076 | -12.2% | 0.01% | -36.4% |
| Q1 2020 | $130,000 | +34.0% | 1,226 | +35.0% | 0.01% | +57.1% |
| Q4 2019 | $97,000 | 0.0% | 908 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $97,000 | 0.0% | 908 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $97,000 | +1.0% | 908 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $96,000 | 0.0% | 908 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $96,000 | -6.8% | 908 | -7.3% | 0.01% | -10.0% |
| Q3 2018 | $103,000 | 0.0% | 979 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $103,000 | – | 979 | – | 0.01% | – |
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% |