Sage Financial Management Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 728 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sage Financial Management Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,077
-1.7%
10,4670.0%0.65%
-26.6%
Q1 2023$1,096
+0.5%
10,4670.0%0.88%
+15.9%
Q4 2022$1,091
-99.6%
10,467
+324.3%
0.76%
+241.7%
Q3 2022$253,000
-49.4%
2,467
-48.4%
0.22%
-36.3%
Q2 2022$500,0004,7780.35%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 526,360$55,099,00016.73%
Horiko Capital Management LLC 208,886$21,866,18613.16%
DGS Capital Management, LLC 210,869$22,073,72912.28%
Manhattan West Asset Management, LLC 234,959$24,595,50810.70%
Windham Capital Management, LLC 249,987$26,168,63910.41%
WIT, LLC 2,684$281,002,5737.14%
ANGELES WEALTH MANAGEMENT, LLC 412,730$43,204,5766.43%
Raub Brock Capital Management LP 291,970$30,563,4205.88%
Helen Stephens Group, LLC 96,734$10,126,1395.26%
AUA CAPITAL MANAGEMENT, LLC 69,266$7,250,7654.90%
View complete list of ISHARES TR shareholders