ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 299 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,844,000 | +22.2% | 17,630 | +25.4% | 0.67% | +32.6% |
| Q4 2021 | $1,509,000 | -8.8% | 14,055 | -8.6% | 0.50% | -17.7% |
| Q3 2021 | $1,654,000 | -0.2% | 15,380 | 0.0% | 0.61% | 0.0% |
| Q2 2021 | $1,658,000 | +5.1% | 15,380 | +5.1% | 0.61% | -5.3% |
| Q1 2021 | $1,577,000 | +5.8% | 14,630 | +6.1% | 0.64% | +2.4% |
| Q4 2020 | $1,491,000 | +32.8% | 13,790 | +32.7% | 0.63% | +17.8% |
| Q3 2020 | $1,123,000 | +3.4% | 10,390 | +3.2% | 0.54% | -3.8% |
| Q2 2020 | $1,086,000 | -3.3% | 10,065 | -4.7% | 0.56% | -21.6% |
| Q1 2020 | $1,123,000 | -0.4% | 10,565 | 0.0% | 0.71% | +35.6% |
| Q4 2019 | $1,128,000 | -2.1% | 10,565 | -2.3% | 0.52% | -7.1% |
| Q3 2019 | $1,152,000 | 0.0% | 10,815 | 0.0% | 0.56% | -5.7% |
| Q2 2019 | $1,152,000 | +4.3% | 10,815 | +3.8% | 0.60% | +1.4% |
| Q1 2019 | $1,104,000 | +39.4% | 10,415 | +38.6% | 0.59% | +21.4% |
| Q4 2018 | $792,000 | – | 7,515 | – | 0.48% | – |
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% |