Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 295 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$219,000
+0.9%
2,052
+0.5%
0.09%
-12.1%
Q3 2019$217,0000.0%2,041
+0.4%
0.11%
-5.3%
Q2 2019$217,000
+0.9%
2,033
+0.4%
0.11%
-14.4%
Q1 2019$215,000
+0.9%
2,025
+0.2%
0.13%
-21.4%
Q4 2018$213,0002,0200.17%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 485,752$50,873,00010.47%
DGS Capital Management, LLC 272,786$28,568,8838.11%
Windham Capital Management, LLC 84,825$8,883,7726.99%
Life Planning Partners, Inc 66,213$6,934,4756.91%
WIT, LLC 1,845$193,260,4685.88%
BROWN WEALTH MANAGEMENT, LLC 124,975$13,088,6555.41%
ANGELES WEALTH MANAGEMENT, LLC 512,989$53,725,3165.37%
Clarus Group, Inc. 63,106$6,609,0424.63%
Bromfield Sneider Wealth Advisors 71,000$7,435,8054.60%
Salomon & Ludwin, LLC 503,947$52,795,8474.54%
View complete list of ISHARES TR shareholders