Wealthstream Advisors, Inc. - 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
Wealthstream Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$277,371
+6.2%
2,653
+6.4%
0.10%
+2.0%
Q1 2024$261,196
+8.4%
2,494
+9.1%
0.10%
-1.0%
Q4 2023$240,907
-34.4%
2,285
-35.3%
0.10%
-48.2%
Q2 2023$367,2613,5300.19%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 460,477$48,143,0009.90%
Windham Capital Management, LLC 83,624$8,742,8896.84%
Salomon & Ludwin, LLC 511,790$53,504,0165.97%
Life Planning Partners, Inc 62,875$6,573,5395.97%
BROWN WEALTH MANAGEMENT, LLC 130,633$13,657,6985.50%
ANGELES WEALTH MANAGEMENT, LLC 515,194$53,863,5115.06%
AUA CAPITAL MANAGEMENT, LLC 67,791$7,087,5494.27%
Horiko Capital Management LLC 130,383$13,631,5433.88%
DURANTE & WATERS, LLC 40,947$4,281,0093.81%
CHESAPEAKE CAPITAL CORP /IL/ 27,742$2,900,4263.80%
View complete list of ISHARES TR shareholders