INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 503 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$31,0000.0%2960.0%0.01%0.0%
Q1 2022$31,000
-3.1%
2960.0%0.01%0.0%
Q4 2021$32,0000.0%2960.0%0.01%0.0%
Q3 2021$32,000
-61.0%
296
-61.1%
0.01%
-64.3%
Q2 2021$82,0000.0%7600.0%0.01%
-12.5%
Q1 2021$82,0007600.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 37,525$3,965,0002.64%
Wunderlich Capital Managemnt 17,377$1,836,0001.78%
Pinnacle Wealth Management Advisory Group, LLC 18,005$1,903,0001.76%
One Capital Management, LLC 54,721$5,782,0001.66%
Destination Wealth Management 172,317$18,209,0001.20%
Cypress Capital Group 40,180$4,246,0000.98%
LaFleur & Godfrey LLC 33,155$3,503,0000.97%
Advisors Preferred, LLC 15,520$1,640,0000.92%
BOYS ARNOLD & CO INC 35,013$3,700,0000.72%
CAPE ANN SAVINGS BANK 3,959$418,0000.59%
View complete list of ISHARES TR shareholders