ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 299 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $592,000 | +319.9% | 5,517 | +321.1% | 0.24% | +328.1% |
| Q2 2021 | $141,000 | -64.3% | 1,310 | -64.2% | 0.06% | -72.5% |
| Q3 2020 | $395,000 | +0.3% | 3,655 | 0.0% | 0.21% | -4.2% |
| Q2 2020 | $394,000 | -5.7% | 3,655 | -7.1% | 0.22% | -13.9% |
| Q1 2020 | $418,000 | +7.2% | 3,935 | +7.7% | 0.25% | +49.4% |
| Q4 2019 | $390,000 | +178.6% | 3,655 | +179.0% | 0.17% | +158.5% |
| Q3 2019 | $140,000 | -92.9% | 1,310 | -92.9% | 0.06% | -93.1% |
| Q2 2019 | $1,970,000 | +0.6% | 18,485 | 0.0% | 0.94% | -9.6% |
| Q1 2019 | $1,959,000 | +0.6% | 18,485 | 0.0% | 1.04% | -14.7% |
| Q4 2018 | $1,948,000 | – | 18,485 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 485,752 | $50,873,000 | 10.47% |
| DGS Capital Management, LLC | 272,786 | $28,568,883 | 8.11% |
| Windham Capital Management, LLC | 84,825 | $8,883,772 | 6.99% |
| Life Planning Partners, Inc | 66,213 | $6,934,475 | 6.91% |
| WIT, LLC | 1,845 | $193,260,468 | 5.88% |
| BROWN WEALTH MANAGEMENT, LLC | 124,975 | $13,088,655 | 5.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 512,989 | $53,725,316 | 5.37% |
| Clarus Group, Inc. | 63,106 | $6,609,042 | 4.63% |
| Bromfield Sneider Wealth Advisors | 71,000 | $7,435,805 | 4.60% |
| Salomon & Ludwin, LLC | 503,947 | $52,795,847 | 4.54% |