ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 422 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,991 | -82.8% | 4,822 | -82.6% | 0.43% | -77.7% |
| Q2 2023 | $2,889,711 | +481.4% | 27,775 | +484.0% | 1.93% | +415.2% |
| Q1 2022 | $497,000 | -86.8% | 4,756 | -86.4% | 0.37% | -72.8% |
| Q1 2021 | $3,762,000 | -48.4% | 34,890 | -48.2% | 1.38% | -40.1% |
| Q4 2020 | $7,285,000 | +4.3% | 67,389 | +4.3% | 2.30% | -10.3% |
| Q3 2020 | $6,983,000 | +52.4% | 64,597 | +52.0% | 2.56% | +3.4% |
| Q2 2020 | $4,583,000 | – | 42,488 | – | 2.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windham Capital Management, LLC | 403,210 | $43,373,000 | 9.06% |
| AUA CAPITAL MANAGEMENT, LLC | 86,321 | $9,286,000 | 5.88% |
| Williams Financial, LLC | 52,981 | $5,699,000 | 4.93% |
| New World Advisors LLC | 96,638 | $10,386,000 | 4.80% |
| Ellevest, Inc. | 448,335 | $48,228,000 | 4.69% |
| Vivaldi Capital Management LP | 200,650 | $21,584,000 | 4.68% |
| One Capital Management, LLC | 500,153 | $53,801,000 | 4.45% |
| Baron Financial Group, LLC | 61,280 | $6,591,890,000 | 4.00% |
| Meridian Wealth Partners, LLC | 152,987 | $16,457,000 | 3.56% |
| Relaxing Retirement Coach | 38,666 | $4,159,000 | 3.41% |