Integris Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 775 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integris Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,941,395
-2.0%
48,040
-0.9%
1.62%
-9.2%
Q2 2023$5,044,380
+0.6%
48,485
+1.2%
1.78%
-3.1%
Q1 2023$5,016,371
-0.1%
47,921
-0.5%
1.84%
-5.9%
Q4 2022$5,021,74748,1611.96%
Other shareholders
ISHARES TR shareholders Q4 2022
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