Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 611 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q1 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