ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 372 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,029,000 | +137.1% | 9,523 | +136.7% | 0.76% | +111.3% |
| Q2 2020 | $434,000 | +1.4% | 4,023 | 0.0% | 0.36% | -24.6% |
| Q1 2020 | $428,000 | -0.5% | 4,023 | 0.0% | 0.48% | +21.2% |
| Q4 2019 | $430,000 | +0.2% | 4,023 | 0.0% | 0.40% | +11.2% |
| Q3 2019 | $429,000 | 0.0% | 4,023 | 0.0% | 0.36% | +14.5% |
| Q2 2019 | $429,000 | +0.7% | 4,023 | 0.0% | 0.31% | +0.6% |
| Q1 2019 | $426,000 | +0.5% | 4,023 | 0.0% | 0.31% | -10.4% |
| Q4 2018 | $424,000 | +0.7% | 4,023 | 0.0% | 0.34% | +16.9% |
| Q3 2018 | $421,000 | -0.2% | 4,023 | 0.0% | 0.30% | -8.4% |
| Q2 2018 | $422,000 | 0.0% | 4,023 | 0.0% | 0.32% | +5.6% |
| Q1 2018 | $422,000 | 0.0% | 4,023 | 0.0% | 0.30% | +5.5% |
| Q4 2017 | $422,000 | – | 4,023 | – | 0.29% | – |
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% |