IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 728 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$429,000
-29.4%
3,993
-29.2%
0.03%
-61.4%
Q2 2020$608,000
-55.5%
5,640
-56.1%
0.08%
-57.9%
Q1 2020$1,366,000
-55.6%
12,847
-55.4%
0.20%
-46.0%
Q4 2019$3,079,000
+58.5%
28,831
+58.2%
0.36%
+38.3%
Q3 2019$1,942,000
-4.5%
18,226
-4.5%
0.26%
-10.5%
Q2 2019$2,033,000
-2.3%
19,078
-2.8%
0.30%
-15.0%
Q1 2019$2,080,000
-67.5%
19,619
-67.7%
0.35%
-71.8%
Q4 2018$6,393,000
-5.8%
60,657
-6.4%
1.23%
-16.1%
Q3 2018$6,787,000
+100.4%
64,800
+101.0%
1.47%
+69.7%
Q2 2018$3,386,000
-9.1%
32,237
-9.4%
0.86%
-13.5%
Q1 2018$3,725,000
-9.0%
35,572
-8.8%
1.00%
-7.7%
Q4 2017$4,092,000
+1.2%
39,021
+2.2%
1.08%
-37.1%
Q3 2017$4,042,000
+50425.0%
38,183
+385.6%
1.72%
+42925.0%
Q2 2017$8,000
-91.8%
7,863
+742.8%
0.00%
-93.8%
Q1 2017$98,000
+36.1%
933
+36.6%
0.06%
+20.4%
Q4 2016$72,0006830.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders