ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 299 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $13,213,000 | +19.9% | 122,501 | +18.1% | 0.42% | -3.9% |
| Q1 2020 | $11,023,000 | -5.6% | 103,701 | -5.2% | 0.44% | +21.6% |
| Q4 2019 | $11,683,000 | -7.3% | 109,408 | -7.5% | 0.36% | -16.4% |
| Q3 2019 | $12,598,000 | -24.1% | 118,251 | -24.1% | 0.43% | -28.6% |
| Q2 2019 | $16,590,000 | -9.6% | 155,704 | -10.1% | 0.60% | -13.1% |
| Q1 2019 | $18,360,000 | – | 173,211 | – | 0.70% | – |
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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% |