ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 756 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $88,139 | +7.8% | 836 | +5.2% | 0.00% | 0.0% |
| 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 | $6,000 | – | 59 | – | 0.00% | – |
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% |