ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 425 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $319,505 | -3.8% | 3,056 | -3.6% | 0.02% | -3.8% |
| Q1 2024 | $332,099 | -0.7% | 3,171 | 0.0% | 0.03% | -10.3% |
| Q4 2023 | $334,319 | -42.1% | 3,171 | -43.5% | 0.03% | -45.3% |
| Q3 2023 | $577,251 | -1.1% | 5,612 | 0.0% | 0.05% | +8.2% |
| Q2 2023 | $583,873 | -8.0% | 5,612 | -7.5% | 0.05% | -12.5% |
| Q1 2023 | $634,780 | -0.3% | 6,064 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $636,781 | -99.3% | 6,064 | +589.1% | 0.06% | +358.3% |
| Q2 2020 | $94,916,000 | +31644.5% | 880 | -68.6% | 0.01% | -69.2% |
| Q4 2019 | $299,000 | -0.7% | 2,805 | -0.7% | 0.04% | -7.1% |
| Q3 2019 | $301,000 | -0.3% | 2,825 | -0.4% | 0.04% | 0.0% |
| Q2 2019 | $302,000 | -11.7% | 2,835 | -12.4% | 0.04% | -16.0% |
| Q1 2019 | $342,000 | – | 3,235 | – | 0.05% | – |
Download | ||||||
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% |