Colonial Trust Advisors - 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
Colonial Trust Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$610,347
-4.5%
5,934
-3.4%
0.07%
-1.4%
Q2 2023$638,997
-4.8%
6,142
-4.2%
0.07%
-10.1%
Q1 2023$670,893
-5.7%
6,409
-6.1%
0.08%
-9.2%
Q4 2022$711,788
+4.4%
6,826
+2.8%
0.09%
-5.4%
Q3 2022$682,0006,6400.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DGS Capital Management, LLC 183,001$19,155,00015.45%
Manhattan West Asset Management, LLC 184,530$19,315,00011.67%
AUA CAPITAL MANAGEMENT, LLC 191,092$20,002,00011.62%
WIT, LLC 4,186$438,156,00010.82%
Horiko Capital Management LLC 120,900$12,655,0009.27%
Windham Capital Management, LLC 374,243$39,172,0009.20%
MARYLAND CAPITAL ADVISORS INC. 63,080$6,603,0006.97%
Helen Stephens Group, LLC 92,611$9,694,0006.88%
Life Planning Partners, Inc 58,448$6,115,0006.88%
West Financial Advisors, LLC 217,655$22,782,0006.62%
View complete list of ISHARES TR shareholders