WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 25 filers reported holding ISHARES TR in Q4 2023. 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 Q4 2023
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 37,525$3,965,0002.64%
Wunderlich Capital Managemnt 17,377$1,836,0001.78%
Pinnacle Wealth Management Advisory Group, LLC 18,005$1,903,0001.76%
One Capital Management, LLC 54,721$5,782,0001.66%
Destination Wealth Management 172,317$18,209,0001.20%
Cypress Capital Group 40,180$4,246,0000.98%
LaFleur & Godfrey LLC 33,155$3,503,0000.97%
Advisors Preferred, LLC 15,520$1,640,0000.92%
BOYS ARNOLD & CO INC 35,013$3,700,0000.72%
CAPE ANN SAVINGS BANK 3,959$418,0000.59%
View complete list of ISHARES TR shareholders