ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 733 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $691,412 | +57953.1% | 6,605 | -43.1% | 0.20% | -48.0% |
| Q4 2022 | $1,191 | -99.9% | 11,602 | 0.0% | 0.38% | 0.0% |
| Q3 2022 | $1,191,000 | -15.8% | 11,602 | -14.2% | 0.38% | -13.6% |
| Q2 2022 | $1,415,000 | -54.2% | 13,517 | -52.7% | 0.44% | -58.0% |
| Q4 2020 | $3,090,000 | +1.1% | 28,580 | +1.1% | 1.05% | -9.7% |
| Q3 2020 | $3,056,000 | +15.1% | 28,271 | +14.9% | 1.16% | +1.9% |
| Q2 2020 | $2,655,000 | – | 24,612 | – | 1.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windham Capital Management, LLC | 333,180 | $36,020,000 | 7.74% |
| AUA CAPITAL MANAGEMENT, LLC | 77,724 | $8,403,000 | 6.00% |
| One Capital Management, LLC | 407,156 | $44,018,000 | 5.29% |
| Windsor Wealth Management, Inc. | 187,527 | $20,274,000 | 5.16% |
| Relaxing Retirement Coach | 36,761 | $3,974,000 | 4.34% |
| Meridian Wealth Partners, LLC | 97,086 | $10,496,000 | 4.34% |
| Ellevest, Inc. | 260,313 | $28,142,000 | 4.12% |
| DERBY & COMPANY, INC | 148,837 | $16,091,000 | 4.02% |
| 1900 WEALTH MANAGEMENT LLC | 308,306 | $33,331,000 | 3.89% |
| TD Capital Management LLC | 204,240 | $22,080,000 | 3.05% |