Lake Point Wealth Management - ISHARES TR ownership

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
Lake Point Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$366,0000.0%3,4960.0%0.21%
+23.1%
Q1 2022$366,000
-11.8%
3,496
-9.6%
0.17%
-6.6%
Q4 2021$415,000
-0.2%
3,8680.0%0.18%
-5.7%
Q3 2021$416,000
-0.2%
3,8680.0%0.19%
-1.0%
Q2 2021$417,000
-87.1%
3,868
-87.3%
0.19%
-93.2%
Q1 2020$3,240,000
-2.1%
30,484
-1.7%
2.85%
+158.9%
Q4 2019$3,311,000
+29.2%
31,008
+28.9%
1.10%
+23.7%
Q2 2019$2,563,0000.0%24,0570.0%0.89%0.0%
Q1 2019$2,563,000
+153.3%
24,057
+150.4%
0.89%
+135.4%
Q4 2018$1,012,0009,6060.38%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders