MONECO Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 679 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MONECO Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$207,000
-1.9%
2,0200.0%0.08%
+1.2%
Q2 2022$211,000
-7.5%
2,020
-7.2%
0.08%
-2.4%
Q1 2022$228,000
-3.4%
2,176
-2.3%
0.08%
-5.6%
Q4 2021$236,000
-27.4%
2,228
-26.3%
0.09%
-30.5%
Q3 2021$325,0003,0230.13%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 333,180$36,020,0007.74%
AUA CAPITAL MANAGEMENT, LLC 77,724$8,403,0006.00%
One Capital Management, LLC 407,156$44,018,0005.29%
Windsor Wealth Management, Inc. 187,527$20,274,0005.16%
Relaxing Retirement Coach 36,761$3,974,0004.34%
Meridian Wealth Partners, LLC 97,086$10,496,0004.34%
Ellevest, Inc. 260,313$28,142,0004.12%
DERBY & COMPANY, INC 148,837$16,091,0004.02%
1900 WEALTH MANAGEMENT LLC 308,306$33,331,0003.89%
TD Capital Management LLC 204,240$22,080,0003.05%
View complete list of ISHARES TR shareholders