ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 216 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,213,795 | -0.9% | 50,688 | +0.2% | 0.59% | +6.3% |
| Q2 2023 | $5,263,384 | +34.7% | 50,590 | +35.6% | 0.56% | +31.1% |
| Q1 2023 | $3,906,693 | -1.6% | 37,320 | -1.6% | 0.42% | -10.5% |
| Q2 2022 | $3,970,000 | -0.4% | 37,928 | -0.4% | 0.48% | +19.9% |
| Q1 2022 | $3,984,000 | -7.8% | 38,092 | -5.3% | 0.40% | -8.5% |
| Q4 2021 | $4,319,000 | -6.5% | 40,225 | -6.3% | 0.43% | -11.3% |
| Q3 2021 | $4,620,000 | +347.2% | 42,952 | +341.8% | 0.49% | +19.9% |
| Q1 2020 | $1,033,000 | +22.7% | 9,722 | +23.2% | 0.41% | +53.0% |
| Q4 2019 | $842,000 | -5.7% | 7,889 | -5.9% | 0.27% | -12.8% |
| Q3 2019 | $893,000 | -6.9% | 8,383 | -6.8% | 0.30% | -10.0% |
| Q2 2019 | $959,000 | +84.4% | 8,998 | +83.5% | 0.34% | +74.7% |
| Q1 2019 | $520,000 | +71.6% | 4,904 | +70.7% | 0.19% | +32.9% |
| Q4 2018 | $303,000 | +21.7% | 2,873 | +20.8% | 0.15% | +40.4% |
| Q3 2018 | $249,000 | +308.2% | 2,378 | +312.1% | 0.10% | +300.0% |
| Q2 2018 | $61,000 | -64.9% | 577 | -65.1% | 0.03% | -69.8% |
| Q4 2017 | $174,000 | – | 1,655 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curbstone Financial Management Corp | 37,525 | $3,965,000 | 2.64% |
| Wunderlich Capital Managemnt | 17,377 | $1,836,000 | 1.78% |
| Pinnacle Wealth Management Advisory Group, LLC | 18,005 | $1,903,000 | 1.76% |
| One Capital Management, LLC | 54,721 | $5,782,000 | 1.66% |
| Destination Wealth Management | 172,317 | $18,209,000 | 1.20% |
| Cypress Capital Group | 40,180 | $4,246,000 | 0.98% |
| LaFleur & Godfrey LLC | 33,155 | $3,503,000 | 0.97% |
| Advisors Preferred, LLC | 15,520 | $1,640,000 | 0.92% |
| BOYS ARNOLD & CO INC | 35,013 | $3,700,000 | 0.72% |
| CAPE ANN SAVINGS BANK | 3,959 | $418,000 | 0.59% |