ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 775 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $212,000 | -31.6% | 2,063 | -30.4% | 0.05% | -28.6% |
| Q2 2022 | $310,000 | +19.2% | 2,963 | +22.9% | 0.07% | +25.0% |
| Q1 2021 | $260,000 | -0.4% | 2,411 | 0.0% | 0.06% | -6.7% |
| Q4 2020 | $261,000 | +48.3% | 2,411 | +43.4% | 0.06% | +22.4% |
| Q3 2018 | $176,000 | +188.5% | 1,681 | +189.3% | 0.05% | +157.9% |
| Q2 2018 | $61,000 | – | 581 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 536,675 | $55,959,000 | 17.74% |
| Horiko Capital Management LLC | 194,961 | $20,328,583 | 15.69% |
| DGS Capital Management, LLC | 197,076 | $20,549,113 | 13.44% |
| Windham Capital Management, LLC | 326,499 | $34,044,036 | 13.08% |
| Manhattan West Asset Management, LLC | 245,167 | $25,563,563 | 13.05% |
| WIT, LLC | 3,819 | $398,162,908 | 10.92% |
| Financial Council, LLC | 156,358 | $16,303,449 | 10.21% |
| Cardinal Strategic Wealth Guidance | 194,942 | $20,326,602 | 9.77% |
| Williams Financial, LLC | 82,511 | $8,603,392 | 7.47% |
| ANGELES WEALTH MANAGEMENT, LLC | 363,970 | $37,951,152 | 6.64% |