Pure Financial Advisors, 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
Pure Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$793,453
-24.6%
7,526
-26.4%
0.03%
-37.2%
Q3 2023$1,051,730
+144.1%
10,225
+146.9%
0.04%
+138.9%
Q2 2023$430,882
+9.8%
4,142
+10.5%
0.02%0.0%
Q1 2023$392,576
+18.4%
3,750
+17.9%
0.02%
+5.9%
Q4 2022$331,5853,1800.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Windham Capital Management, LLC 403,210$43,373,0009.06%
AUA CAPITAL MANAGEMENT, LLC 86,321$9,286,0005.88%
Williams Financial, LLC 52,981$5,699,0004.93%
New World Advisors LLC 96,638$10,386,0004.80%
Ellevest, Inc. 448,335$48,228,0004.69%
Vivaldi Capital Management LP 200,650$21,584,0004.68%
One Capital Management, LLC 500,153$53,801,0004.45%
Baron Financial Group, LLC 61,280$6,591,890,0004.00%
Meridian Wealth Partners, LLC 152,987$16,457,0003.56%
Relaxing Retirement Coach 38,666$4,159,0003.41%
View complete list of ISHARES TR shareholders