Fairhaven Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 775 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Fairhaven Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$353,528
-36.2%
3,398
-36.0%
0.14%
-42.6%
Q4 2022$553,7785,3110.24%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
DGS Capital Management, LLC 183,001$19,155,00015.45%
Manhattan West Asset Management, LLC 184,530$19,315,00011.67%
AUA CAPITAL MANAGEMENT, LLC 191,092$20,002,00011.62%
WIT, LLC 4,186$438,156,00010.82%
Horiko Capital Management LLC 120,900$12,655,0009.27%
Windham Capital Management, LLC 374,243$39,172,0009.20%
MARYLAND CAPITAL ADVISORS INC. 63,080$6,603,0006.97%
Helen Stephens Group, LLC 92,611$9,694,0006.88%
Life Planning Partners, Inc 58,448$6,115,0006.88%
West Financial Advisors, LLC 217,655$22,782,0006.62%
View complete list of ISHARES TR shareholders