Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 743 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$231,126
+96202.5%
2,247
-2.4%
0.04%
+90.5%
Q2 2023$240
+2.1%
2,302
+2.4%
0.02%
+10.5%
Q1 2023$235
-100.0%
2,2470.0%0.02%
-5.0%
Q4 2022$234,294,690
+60441.3%
2,247
-40.4%
0.02%
-47.4%
Q3 2022$387,0003,7690.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 526,360$55,099,00016.73%
Horiko Capital Management LLC 208,886$21,866,18613.16%
DGS Capital Management, LLC 210,869$22,073,72912.28%
Manhattan West Asset Management, LLC 234,959$24,595,50810.70%
Windham Capital Management, LLC 249,987$26,168,63910.41%
WIT, LLC 2,684$281,002,5737.14%
ANGELES WEALTH MANAGEMENT, LLC 412,730$43,204,5766.43%
Raub Brock Capital Management LP 291,970$30,563,4205.88%
Helen Stephens Group, LLC 96,734$10,126,1395.26%
AUA CAPITAL MANAGEMENT, LLC 69,266$7,250,7654.90%
View complete list of ISHARES TR shareholders