WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 703 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$65,934
-33.1%
641
-32.3%
0.07%
-29.9%
Q2 2023$98,526
-57.1%
947
-57.0%
0.10%
-44.9%
Q4 2022$229,707
+4.4%
2,203
+2.7%
0.18%
-11.1%
Q3 2022$220,0002,1450.20%
Other shareholders
ISHARES TR shareholders Q3 2022
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