Glassman Wealth Services - 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
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$283,159
+0.4%
2,7050.0%0.05%
-5.8%
Q4 2022$282,050
+1.5%
2,7050.0%0.05%
-11.9%
Q3 2022$278,000
-1.8%
2,7050.0%0.06%
+1.7%
Q2 2022$283,0000.0%2,7050.0%0.06%
+11.5%
Q1 2022$283,000
-2.4%
2,7050.0%0.05%
-1.9%
Q4 2021$290,0002,7050.05%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders