ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 596 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $582 | +13.0% | 5,669 | +15.3% | 0.04% | +9.8% |
| Q2 2022 | $515 | -56.4% | 4,916 | -56.5% | 0.04% | -48.8% |
| Q1 2022 | $1,182 | +50.4% | 11,296 | +54.4% | 0.08% | +31.1% |
| Q4 2021 | $786 | +15.1% | 7,318 | +15.3% | 0.06% | -9.0% |
| Q3 2021 | $683 | -0.1% | 6,347 | 0.0% | 0.07% | -17.3% |
| Q2 2021 | $684 | -25.2% | 6,347 | -25.1% | 0.08% | -43.0% |
| Q1 2021 | $914 | – | 8,473 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windham Capital Management, LLC | 333,180 | $36,020,000 | 7.74% |
| AUA CAPITAL MANAGEMENT, LLC | 77,724 | $8,403,000 | 6.00% |
| One Capital Management, LLC | 407,156 | $44,018,000 | 5.29% |
| Windsor Wealth Management, Inc. | 187,527 | $20,274,000 | 5.16% |
| Relaxing Retirement Coach | 36,761 | $3,974,000 | 4.34% |
| Meridian Wealth Partners, LLC | 97,086 | $10,496,000 | 4.34% |
| Ellevest, Inc. | 260,313 | $28,142,000 | 4.12% |
| DERBY & COMPANY, INC | 148,837 | $16,091,000 | 4.02% |
| 1900 WEALTH MANAGEMENT LLC | 308,306 | $33,331,000 | 3.89% |
| TD Capital Management LLC | 204,240 | $22,080,000 | 3.05% |