ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 711 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,286,799 | +9.3% | 12,308 | +9.5% | 0.47% | +8.8% |
| Q1 2024 | $1,177,346 | +10.3% | 11,242 | +11.1% | 0.43% | +5.1% |
| Q4 2023 | $1,066,969 | +4.4% | 10,120 | +1.9% | 0.41% | -4.0% |
| Q3 2023 | $1,021,879 | -3.8% | 9,935 | -2.7% | 0.43% | -1.1% |
| Q2 2023 | $1,061,858 | +30.8% | 10,206 | +31.6% | 0.44% | +21.2% |
| Q1 2023 | $811,887 | -1.9% | 7,756 | -2.3% | 0.36% | -8.2% |
| Q4 2022 | $827,606 | -43.2% | 7,937 | -44.0% | 0.39% | -46.9% |
| Q3 2022 | $1,456,000 | -37.7% | 14,185 | -36.4% | 0.74% | -34.1% |
| Q2 2022 | $2,336,000 | – | 22,318 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 485,752 | $50,873,000 | 10.47% |
| DGS Capital Management, LLC | 272,786 | $28,568,883 | 8.11% |
| Windham Capital Management, LLC | 84,825 | $8,883,772 | 6.99% |
| Life Planning Partners, Inc | 66,213 | $6,934,475 | 6.91% |
| WIT, LLC | 1,845 | $193,260,468 | 5.88% |
| BROWN WEALTH MANAGEMENT, LLC | 124,975 | $13,088,655 | 5.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 512,989 | $53,725,316 | 5.37% |
| Clarus Group, Inc. | 63,106 | $6,609,042 | 4.63% |
| Bromfield Sneider Wealth Advisors | 71,000 | $7,435,805 | 4.60% |
| Salomon & Ludwin, LLC | 503,947 | $52,795,847 | 4.54% |