ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 231 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $674,774 | +57.3% | 6,454 | +61.6% | 0.02% | -21.9% |
| 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 | $72,000 | – | 683 | – | 0.05% | – |
Download | ||||||
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% |