ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 783 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $447,000 | -9.5% | 4,347 | -7.8% | 0.06% | -12.2% |
| Q2 2022 | $494,000 | -14.2% | 4,714 | -14.8% | 0.07% | -6.3% |
| Q1 2022 | $576,000 | -2.5% | 5,532 | 0.0% | 0.08% | -1.2% |
| Q4 2021 | $591,000 | -1.3% | 5,532 | -0.7% | 0.08% | -16.7% |
| Q3 2021 | $599,000 | +21.3% | 5,569 | +21.6% | 0.10% | +17.1% |
| Q2 2021 | $494,000 | +18.8% | 4,580 | +18.7% | 0.08% | +6.5% |
| Q1 2021 | $416,000 | -5.0% | 3,858 | -4.9% | 0.08% | -23.0% |
| Q4 2020 | $438,000 | +19.7% | 4,056 | +19.9% | 0.10% | +1.0% |
| Q3 2020 | $366,000 | – | 3,383 | – | 0.10% | – |
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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% |