Wagner Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 611 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$18,000
-92.8%
177
-92.6%
0.01%
-93.5%
Q2 2022$251,000
-49.8%
2,395
-49.9%
0.20%
-42.9%
Q1 2022$500,000
+47.5%
4,782
+51.5%
0.35%
+35.1%
Q4 2021$339,000
-8.6%
3,156
-8.7%
0.26%
-12.5%
Q3 2021$371,000
-0.5%
3,4560.0%0.30%
+10.9%
Q2 2021$373,000
+7360.0%
3,456
+8128.6%
0.27%
+6575.0%
Q1 2021$5,000420.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 403,210$43,373,0009.06%
AUA CAPITAL MANAGEMENT, LLC 86,321$9,286,0005.88%
Williams Financial, LLC 52,981$5,699,0004.93%
New World Advisors LLC 96,638$10,386,0004.80%
Ellevest, Inc. 448,335$48,228,0004.69%
Vivaldi Capital Management LP 200,650$21,584,0004.68%
One Capital Management, LLC 500,153$53,801,0004.45%
Baron Financial Group, LLC 61,280$6,591,890,0004.00%
Meridian Wealth Partners, LLC 152,987$16,457,0003.56%
Relaxing Retirement Coach 38,666$4,159,0003.41%
View complete list of ISHARES TR shareholders