ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 749 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $769,915 | +4.4% | 7,400 | +5.0% | 0.05% | -5.3% |
| Q1 2023 | $737,809 | +0.9% | 7,048 | +0.5% | 0.06% | -19.7% |
| Q4 2022 | $731,287 | -83.6% | 7,013 | -83.8% | 0.07% | -84.7% |
| Q3 2022 | $4,453,000 | -10.9% | 43,383 | -9.2% | 0.46% | -1.5% |
| Q2 2022 | $4,999,000 | +13.0% | 47,760 | +12.9% | 0.47% | +26.9% |
| Q1 2022 | $4,425,000 | +1849.3% | 42,312 | +1894.0% | 0.37% | +1857.9% |
| Q4 2021 | $227,000 | +0.4% | 2,122 | +1.0% | 0.02% | -26.9% |
| Q3 2021 | $226,000 | -2.2% | 2,102 | -2.1% | 0.03% | -7.1% |
| Q2 2021 | $231,000 | +2.2% | 2,148 | +2.2% | 0.03% | -22.2% |
| Q1 2021 | $226,000 | -0.4% | 2,102 | 0.0% | 0.04% | -23.4% |
| Q4 2020 | $227,000 | 0.0% | 2,102 | 0.0% | 0.05% | -16.1% |
| Q3 2020 | $227,000 | – | 2,102 | – | 0.06% | – |
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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% |