ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 372 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $235,701 | +2.9% | 2,236 | +0.4% | 0.13% | -5.8% |
| Q3 2023 | $229,001 | -9.7% | 2,226 | -8.7% | 0.14% | -6.8% |
| Q2 2023 | $253,717 | -20.7% | 2,439 | -20.2% | 0.15% | -24.2% |
| Q1 2023 | $320,048 | -5.8% | 3,057 | -6.2% | 0.19% | -6.3% |
| Q4 2022 | $339,905 | -33.6% | 3,260 | -34.6% | 0.21% | -42.0% |
| Q3 2022 | $512,000 | +1.2% | 4,984 | +3.1% | 0.36% | +5.9% |
| Q2 2022 | $506,000 | 0.0% | 4,834 | -0.0% | 0.34% | +12.0% |
| Q1 2022 | $506,000 | -6.6% | 4,835 | -4.2% | 0.30% | +0.3% |
| Q4 2021 | $542,000 | -1.1% | 5,046 | -1.0% | 0.30% | -9.6% |
| Q3 2021 | $548,000 | -0.7% | 5,098 | -0.4% | 0.33% | 0.0% |
| Q2 2021 | $552,000 | -1.3% | 5,118 | -1.2% | 0.33% | -7.5% |
| Q1 2021 | $559,000 | +0.5% | 5,180 | +0.8% | 0.36% | -5.5% |
| Q4 2020 | $556,000 | +2.8% | 5,139 | +2.7% | 0.38% | -9.7% |
| Q3 2020 | $541,000 | +0.4% | 5,006 | +0.2% | 0.42% | -7.1% |
| Q2 2020 | $539,000 | +1.5% | 4,997 | 0.0% | 0.45% | -16.0% |
| Q1 2020 | $531,000 | -35.1% | 4,997 | -34.8% | 0.54% | -18.3% |
| Q4 2019 | $818,000 | +6.8% | 7,664 | +6.7% | 0.66% | -0.5% |
| Q3 2019 | $766,000 | – | 7,186 | – | 0.66% | – |
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% |