ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 473 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $184,047 | -10.0% | 1,769 | -9.5% | 0.03% | +13.0% |
Q1 2023 | $204,545 | -22.9% | 1,954 | -23.1% | 0.02% | +21.1% |
Q4 2022 | $265,128 | -8.6% | 2,541 | -9.2% | 0.02% | -5.0% |
Q1 2022 | $290,000 | -20.1% | 2,800 | -18.1% | 0.02% | -16.7% |
Q4 2021 | $363,000 | -1.1% | 3,420 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $367,000 | -0.5% | 3,420 | 0.0% | 0.02% | -7.7% |
Q2 2021 | $369,000 | -23.0% | 3,420 | -23.1% | 0.03% | -29.7% |
Q1 2021 | $479,000 | +5.7% | 4,448 | +6.2% | 0.04% | -5.1% |
Q4 2020 | $453,000 | +0.2% | 4,189 | 0.0% | 0.04% | -11.4% |
Q3 2020 | $452,000 | -0.4% | 4,189 | 0.0% | 0.04% | -6.4% |
Q2 2020 | $454,000 | – | 4,189 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Windham Capital Management, LLC | 403,210 | $43,373,000 | 9.06% |
AUA CAPITAL MANAGEMENT, LLC | 86,321 | $9,286,000 | 5.88% |
Williams Financial, LLC | 52,981 | $5,699,000 | 4.93% |
New World Advisors LLC | 96,638 | $10,386,000 | 4.80% |
Ellevest, Inc. | 448,335 | $48,228,000 | 4.69% |
Vivaldi Capital Management LP | 200,650 | $21,584,000 | 4.68% |
One Capital Management, LLC | 500,153 | $53,801,000 | 4.45% |
Baron Financial Group, LLC | 61,280 | $6,591,890,000 | 4.00% |
Meridian Wealth Partners, LLC | 152,987 | $16,457,000 | 3.56% |
Relaxing Retirement Coach | 38,666 | $4,159,000 | 3.41% |