ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 703 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,274 | -1.1% | 6,040 | 0.0% | 0.26% | +4.4% |
| Q2 2023 | $628,401 | -3.4% | 6,040 | -2.8% | 0.25% | -8.5% |
| Q1 2023 | $650,586 | +4.5% | 6,215 | +4.1% | 0.27% | -0.7% |
| Q4 2022 | $622,491 | -2.4% | 5,970 | -3.9% | 0.27% | -6.2% |
| Q3 2022 | $638,000 | +19.3% | 6,210 | +21.5% | 0.29% | +27.1% |
| Q2 2022 | $535,000 | +41.5% | 5,110 | +41.6% | 0.23% | +67.2% |
| Q1 2022 | $378,000 | – | 3,610 | – | 0.14% | – |
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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% |