Revolve Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 611 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Revolve Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$810,228
-1.1%
7,8770.0%0.19%
-2.6%
Q2 2023$819,523
-0.6%
7,8770.0%0.19%
-8.6%
Q1 2023$824,564
-13.6%
7,877
-13.9%
0.21%
-23.1%
Q4 2022$954,383
-17.2%
9,153
-18.5%
0.27%
-29.1%
Q3 2022$1,153,000
-6.6%
11,235
-4.7%
0.38%
-4.9%
Q2 2022$1,234,000
+192.4%
11,791
+192.3%
0.40%
+232.0%
Q1 2022$422,000
-65.6%
4,034
-64.6%
0.12%
-65.4%
Q4 2021$1,225,00011,4100.35%
Other shareholders
ISHARES TR shareholders Q1 2022
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