LYELL WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 703 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
LYELL WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$205,720
-1.1%
2,0000.0%0.03%
+3.7%
Q2 2023$208,080
-6.7%
2,000
-8.0%
0.03%
-28.9%
Q3 2022$223,000
-2.2%
2,1750.0%0.04%
+2.7%
Q2 2022$228,0002,1750.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 403,210$43,373,0009.06%
AUA CAPITAL MANAGEMENT, LLC 86,321$9,286,0005.88%
Williams Financial, LLC 52,981$5,699,0004.93%
New World Advisors LLC 96,638$10,386,0004.80%
Ellevest, Inc. 448,335$48,228,0004.69%
Vivaldi Capital Management LP 200,650$21,584,0004.68%
One Capital Management, LLC 500,153$53,801,0004.45%
Baron Financial Group, LLC 61,280$6,591,890,0004.00%
Meridian Wealth Partners, LLC 152,987$16,457,0003.56%
Relaxing Retirement Coach 38,666$4,159,0003.41%
View complete list of ISHARES TR shareholders