Thomas J. Herzfeld Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 516 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$889,000
+230.5%
8,266
+228.5%
0.39%
+309.4%
Q4 2019$269,000
-34.1%
2,516
-34.2%
0.10%
-36.0%
Q3 2019$408,000
+39.2%
3,826
+39.2%
0.15%
+33.9%
Q2 2019$293,000
+40.9%
2,748
+40.3%
0.11%
+47.4%
Q1 2019$208,0001,9580.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders