Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 603 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$3,900,000
-2.5%
37,289
+0.1%
2.14%
-7.8%
Q4 2021$4,001,0000.0%37,259
+0.2%
2.32%
-5.0%
Q3 2021$4,001,000
-0.1%
37,195
+0.2%
2.44%
+5.7%
Q2 2021$4,004,000
+0.2%
37,133
+0.2%
2.31%
-18.5%
Q1 2021$3,995,00037,0542.84%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 485,752$50,873,00010.47%
DGS Capital Management, LLC 272,786$28,568,8838.11%
Windham Capital Management, LLC 84,825$8,883,7726.99%
Life Planning Partners, Inc 66,213$6,934,4756.91%
WIT, LLC 1,845$193,260,4685.88%
BROWN WEALTH MANAGEMENT, LLC 124,975$13,088,6555.41%
ANGELES WEALTH MANAGEMENT, LLC 512,989$53,725,3165.37%
Clarus Group, Inc. 63,106$6,609,0424.63%
Bromfield Sneider Wealth Advisors 71,000$7,435,8054.60%
Salomon & Ludwin, LLC 503,947$52,795,8474.54%
View complete list of ISHARES TR shareholders