Rinkey Investments - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 25 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Rinkey Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$404,240
+9.8%
3,930
+11.1%
0.18%
+10.1%
Q2 2023$368,094
+25.7%
3,538
+26.4%
0.17%
+9.8%
Q1 2023$292,895
+8.0%
2,798
+7.6%
0.15%
-5.6%
Q4 2022$271,206
-94.3%
2,601
-94.4%
0.16%
-95.5%
Q3 2022$4,794,00046,3743.62%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders