ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 749 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,080 | -88.8% | 2,000 | -88.7% | 0.03% | -89.7% |
| Q1 2023 | $1,852,522 | -32.2% | 17,697 | -32.5% | 0.28% | -34.0% |
| Q4 2022 | $2,733,647 | +4.1% | 26,217 | +2.5% | 0.43% | -2.7% |
| Q3 2022 | $2,625,000 | +777.9% | 25,567 | +818.7% | 0.44% | +995.0% |
| Q4 2021 | $299,000 | 0.0% | 2,783 | 0.0% | 0.04% | -11.1% |
| Q3 2021 | $299,000 | – | 2,783 | – | 0.04% | – |
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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% |