Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 703 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$81,774
+289.1%
795
+293.6%
0.00%
+100.0%
Q2 2023$21,016
-27.0%
202
-26.5%
0.00%0.0%
Q1 2023$28,787
-86.4%
275
-86.4%
0.00%
-83.3%
Q2 2022$212,000
-36.1%
2,026
-36.2%
0.01%
-33.3%
Q1 2022$332,000
-3.2%
3,176
-0.6%
0.01%0.0%
Q4 2021$343,000
-46.8%
3,195
-46.7%
0.01%
-50.0%
Q3 2021$645,000
+6.4%
5,994
+6.7%
0.02%0.0%
Q2 2021$606,000
+7.4%
5,620
+7.5%
0.02%0.0%
Q1 2021$564,000
+11.5%
5,230
+11.7%
0.02%
-14.3%
Q4 2020$506,000
-3.6%
4,681
-3.6%
0.02%
-4.5%
Q3 2020$525,000
+54.9%
4,855
+54.6%
0.02%
+46.7%
Q2 2020$339,000
+5550.0%
3,141
+5223.7%
0.02%
Q4 2019$6,000590.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders