ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 711 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $373,000 | -16.4% | 3,561 | -16.6% | 0.20% | -12.5% |
| Q1 2022 | $446,000 | -60.0% | 4,269 | -58.9% | 0.23% | -61.5% |
| Q4 2021 | $1,115,000 | -4.7% | 10,388 | -4.5% | 0.60% | -12.5% |
| Q3 2021 | $1,170,000 | -5.7% | 10,875 | -5.5% | 0.69% | -10.5% |
| Q2 2021 | $1,241,000 | +0.2% | 11,512 | +0.2% | 0.77% | -6.9% |
| Q1 2021 | $1,239,000 | -19.4% | 11,490 | -19.3% | 0.83% | -29.7% |
| Q4 2020 | $1,538,000 | – | 14,230 | – | 1.18% | – |
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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% |