ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $42,000 | 0.0% | 400 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $42,000 | -2.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | 0.0% | 400 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $43,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $43,000 | -41.1% | 400 | -41.3% | 0.01% | -45.8% |
| Q1 2021 | $73,000 | -1.4% | 681 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $74,000 | -3.9% | 681 | -4.5% | 0.02% | -16.7% |
| Q3 2020 | $77,000 | +5.5% | 713 | +4.7% | 0.03% | 0.0% |
| Q2 2020 | $73,000 | +1.4% | 681 | 0.0% | 0.03% | -21.1% |
| Q1 2020 | $72,000 | 0.0% | 681 | 0.0% | 0.04% | +15.2% |
| Q4 2019 | $72,000 | -1.4% | 681 | 0.0% | 0.03% | -10.8% |
| Q3 2019 | $73,000 | 0.0% | 681 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $73,000 | +1.4% | 681 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $72,000 | +1.4% | 681 | 0.0% | 0.04% | -11.9% |
| Q4 2018 | $71,000 | 0.0% | 681 | 0.0% | 0.04% | +13.5% |
| Q3 2018 | $71,000 | – | 681 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windham Capital Management, LLC | 333,180 | $36,020,000 | 7.74% |
| AUA CAPITAL MANAGEMENT, LLC | 77,724 | $8,403,000 | 6.00% |
| One Capital Management, LLC | 407,156 | $44,018,000 | 5.29% |
| Windsor Wealth Management, Inc. | 187,527 | $20,274,000 | 5.16% |
| Relaxing Retirement Coach | 36,761 | $3,974,000 | 4.34% |
| Meridian Wealth Partners, LLC | 97,086 | $10,496,000 | 4.34% |
| Ellevest, Inc. | 260,313 | $28,142,000 | 4.12% |
| DERBY & COMPANY, INC | 148,837 | $16,091,000 | 4.02% |
| 1900 WEALTH MANAGEMENT LLC | 308,306 | $33,331,000 | 3.89% |
| TD Capital Management LLC | 204,240 | $22,080,000 | 3.05% |