Horizon Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 728 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Horizon Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,219,367
+2.2%
60,659
+3.4%
0.19%
+8.0%
Q2 2023$6,085,388
+14.0%
58,660
+14.8%
0.18%
+10.8%
Q1 2023$5,336,198
+115302.2%
51,113
+15.1%
0.16%
+21.5%
Q4 2022$4,624
-99.9%
44,403
+35.6%
0.13%
+26.2%
Q3 2022$3,356,00032,7460.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders