Seven Springs Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 422 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
Seven Springs Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$51,0000.0%4750.0%0.02%
-7.7%
Q4 2020$51,0000.0%4750.0%0.03%
-18.8%
Q3 2020$51,0000.0%4750.0%0.03%0.0%
Q2 2020$51,000
+2.0%
4750.0%0.03%
-8.6%
Q1 2020$50,000
-2.0%
4750.0%0.04%0.0%
Q4 2019$51,0004750.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Windham Capital Management, LLC 403,210$43,373,0009.06%
AUA CAPITAL MANAGEMENT, LLC 86,321$9,286,0005.88%
Williams Financial, LLC 52,981$5,699,0004.93%
New World Advisors LLC 96,638$10,386,0004.80%
Ellevest, Inc. 448,335$48,228,0004.69%
Vivaldi Capital Management LP 200,650$21,584,0004.68%
One Capital Management, LLC 500,153$53,801,0004.45%
Baron Financial Group, LLC 61,280$6,591,890,0004.00%
Meridian Wealth Partners, LLC 152,987$16,457,0003.56%
Relaxing Retirement Coach 38,666$4,159,0003.41%
View complete list of ISHARES TR shareholders