ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 711 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $269,577 | -30.0% | 2,556 | -31.7% | 0.02% | -37.5% |
| Q3 2023 | $385,246 | +1.8% | 3,745 | +3.0% | 0.03% | +3.2% |
| Q2 2023 | $378,309 | +1.2% | 3,636 | +1.8% | 0.03% | -6.1% |
| Q1 2023 | $373,754 | +35803.4% | 3,570 | -64.3% | 0.03% | -65.3% |
| Q4 2022 | $1,041 | -99.9% | 9,987 | +32.7% | 0.10% | +18.8% |
| Q3 2022 | $773,000 | +422.3% | 7,527 | +433.8% | 0.08% | +471.4% |
| Q2 2022 | $148,000 | +3600.0% | 1,410 | +3425.0% | 0.01% | – |
| Q1 2022 | $4,000 | +33.3% | 40 | +21.2% | 0.00% | – |
| Q4 2017 | $3,000 | – | 33 | – | 0.00% | – |
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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% |