Meridian Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 25 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Meridian Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,097,138
-6.7%
146,774
-5.6%
3.14%
-5.4%
Q2 2023$16,179,339
-0.8%
155,511
-0.2%
3.32%
-6.5%
Q1 2023$16,314,067
-2.1%
155,847
-2.5%
3.55%
-7.9%
Q4 2022$16,672,234
+0.6%
159,895
-1.0%
3.86%
-7.0%
Q3 2022$16,575,000
+7.0%
161,455
+9.1%
4.15%
+12.8%
Q2 2022$15,489,000
+429.5%
147,976
+429.1%
3.68%
+497.9%
Q1 2022$2,925,000
-82.9%
27,965
-82.4%
0.62%
-82.0%
Q4 2021$17,083,000
+3.8%
159,104
+4.0%
3.42%
-3.9%
Q3 2021$16,457,000
+56.8%
152,987
+57.2%
3.56%
+45.3%
Q2 2021$10,495,000
-2.2%
97,334
-2.2%
2.45%
-24.0%
Q1 2021$10,726,000
+2.2%
99,477
+2.5%
3.22%
-25.7%
Q4 2020$10,496,000
+480.5%
97,086
+480.6%
4.34%
+375.4%
Q3 2020$1,808,000
+0.3%
16,723
+0.0%
0.91%
-5.9%
Q2 2020$1,803,000
-3.9%
16,715
-5.3%
0.97%
-13.2%
Q1 2020$1,876,000
-26.4%
17,646
-26.1%
1.12%
-29.7%
Q4 2019$2,548,00023,8661.59%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders