ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 222 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $993,225 | -0.2% | 9,500 | 0.0% | 0.19% | -5.0% |
| Q1 2024 | $994,935 | -0.7% | 9,500 | 0.0% | 0.20% | -7.8% |
| Q4 2023 | $1,001,585 | +2.5% | 9,500 | 0.0% | 0.22% | -7.6% |
| Q3 2023 | $977,170 | -1.1% | 9,500 | 0.0% | 0.24% | +0.4% |
| Q2 2023 | $988,380 | -0.6% | 9,500 | 0.0% | 0.24% | -6.0% |
| Q1 2023 | $994,460 | +0.4% | 9,500 | 0.0% | 0.25% | -6.7% |
| Q4 2022 | $990,565 | +1.6% | 9,500 | 0.0% | 0.27% | -5.3% |
| Q3 2022 | $975,000 | -1.9% | 9,500 | 0.0% | 0.28% | 0.0% |
| Q2 2022 | $994,000 | 0.0% | 9,500 | 0.0% | 0.28% | +12.3% |
| Q1 2022 | $994,000 | -2.5% | 9,500 | 0.0% | 0.25% | -0.4% |
| Q4 2021 | $1,020,000 | -0.2% | 9,500 | 0.0% | 0.25% | -7.3% |
| Q3 2021 | $1,022,000 | -0.2% | 9,500 | 0.0% | 0.27% | -2.5% |
| Q2 2021 | $1,024,000 | 0.0% | 9,500 | 0.0% | 0.28% | -10.2% |
| Q1 2021 | $1,024,000 | -0.3% | 9,500 | 0.0% | 0.31% | -4.6% |
| Q4 2020 | $1,027,000 | 0.0% | 9,500 | 0.0% | 0.33% | -7.9% |
| Q3 2020 | $1,027,000 | +0.2% | 9,500 | 0.0% | 0.36% | -5.3% |
| Q2 2020 | $1,025,000 | +1.5% | 9,500 | 0.0% | 0.38% | -11.1% |
| Q1 2020 | $1,010,000 | -0.4% | 9,500 | 0.0% | 0.42% | +13.7% |
| Q4 2019 | $1,014,000 | +0.2% | 9,500 | 0.0% | 0.37% | -8.6% |
| Q3 2019 | $1,012,000 | 0.0% | 9,500 | 0.0% | 0.41% | -3.6% |
| Q2 2019 | $1,012,000 | +0.5% | 9,500 | 0.0% | 0.42% | -8.7% |
| Q1 2019 | $1,007,000 | +0.6% | 9,500 | 0.0% | 0.46% | -16.0% |
| Q4 2018 | $1,001,000 | +0.6% | 9,500 | 0.0% | 0.55% | +8.3% |
| Q3 2018 | $995,000 | -0.3% | 9,500 | 0.0% | 0.51% | -7.3% |
| Q2 2018 | $998,000 | -1.9% | 9,500 | -2.1% | 0.55% | -6.0% |
| Q1 2018 | $1,017,000 | 0.0% | 9,700 | 0.0% | 0.58% | -0.2% |
| Q4 2017 | $1,017,000 | – | 9,700 | – | 0.58% | – |
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% |