WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 774 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$120,965
+83.5%
1,157
+80.5%
0.11%
+58.8%
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 Q4 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 485,752$50,873,00010.47%
DGS Capital Management, LLC 272,786$28,568,8838.11%
Windham Capital Management, LLC 84,825$8,883,7726.99%
Life Planning Partners, Inc 66,213$6,934,4756.91%
WIT, LLC 1,845$193,260,4685.88%
BROWN WEALTH MANAGEMENT, LLC 124,975$13,088,6555.41%
ANGELES WEALTH MANAGEMENT, LLC 512,989$53,725,3165.37%
Clarus Group, Inc. 63,106$6,609,0424.63%
Bromfield Sneider Wealth Advisors 71,000$7,435,8054.60%
Salomon & Ludwin, LLC 503,947$52,795,8474.54%
View complete list of ISHARES TR shareholders