ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 516 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $13,000 | -99.4% | 125 | -99.4% | 0.01% | -99.2% |
| Q4 2021 | $2,125,000 | -6.5% | 19,796 | -6.3% | 1.49% | +2.5% |
| Q3 2021 | $2,272,000 | +4.4% | 21,126 | +4.6% | 1.46% | -0.4% |
| Q2 2021 | $2,177,000 | +6.7% | 20,195 | +6.7% | 1.46% | -8.4% |
| Q1 2021 | $2,040,000 | -7.9% | 18,923 | -7.6% | 1.60% | -5.8% |
| Q4 2020 | $2,214,000 | – | 20,486 | – | 1.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windham Capital Management, LLC | 403,210 | $43,373,000 | 9.06% |
| AUA CAPITAL MANAGEMENT, LLC | 86,321 | $9,286,000 | 5.88% |
| Williams Financial, LLC | 52,981 | $5,699,000 | 4.93% |
| New World Advisors LLC | 96,638 | $10,386,000 | 4.80% |
| Ellevest, Inc. | 448,335 | $48,228,000 | 4.69% |
| Vivaldi Capital Management LP | 200,650 | $21,584,000 | 4.68% |
| One Capital Management, LLC | 500,153 | $53,801,000 | 4.45% |
| Baron Financial Group, LLC | 61,280 | $6,591,890,000 | 4.00% |
| Meridian Wealth Partners, LLC | 152,987 | $16,457,000 | 3.56% |
| Relaxing Retirement Coach | 38,666 | $4,159,000 | 3.41% |