ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 775 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,476,000 | +5.4% | 14,375 | +7.5% | 0.19% | +3.9% |
Q2 2022 | $1,400,000 | +211.8% | 13,373 | +211.3% | 0.18% | +214.0% |
Q1 2022 | $449,000 | +90.3% | 4,296 | +95.7% | 0.06% | +96.6% |
Q4 2021 | $236,000 | +6.8% | 2,195 | +6.8% | 0.03% | +7.4% |
Q3 2021 | $221,000 | -40.8% | 2,055 | -40.5% | 0.03% | -48.1% |
Q3 2020 | $373,000 | +61.5% | 3,451 | +61.3% | 0.05% | +57.6% |
Q2 2020 | $231,000 | – | 2,139 | – | 0.03% | – |
Download |
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% |