ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 508 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,965,346 | -42.8% | 19,107 | -42.2% | 0.38% | -57.9% |
| Q2 2023 | $3,438,418 | -14.2% | 33,049 | -13.6% | 0.92% | -14.1% |
| Q1 2023 | $4,005,790 | -42.8% | 38,267 | -43.1% | 1.06% | -43.4% |
| Q4 2022 | $7,006,944 | +58.6% | 67,200 | +56.2% | 1.88% | +54.1% |
| Q3 2022 | $4,418,000 | -2.3% | 43,035 | -0.4% | 1.22% | +9.7% |
| Q2 2022 | $4,524,000 | -24.8% | 43,226 | -24.8% | 1.11% | -11.0% |
| Q1 2022 | $6,015,000 | +10.7% | 57,509 | +13.8% | 1.25% | +3.6% |
| Q3 2021 | $5,435,000 | +1452.9% | 50,529 | +1454.7% | 1.21% | +1355.4% |
| Q2 2021 | $350,000 | – | 3,250 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 485,752 | $50,873,000 | 10.47% |
| DGS Capital Management, LLC | 272,786 | $28,568,883 | 8.11% |
| Windham Capital Management, LLC | 84,825 | $8,883,772 | 6.99% |
| Life Planning Partners, Inc | 66,213 | $6,934,475 | 6.91% |
| WIT, LLC | 1,845 | $193,260,468 | 5.88% |
| BROWN WEALTH MANAGEMENT, LLC | 124,975 | $13,088,655 | 5.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 512,989 | $53,725,316 | 5.37% |
| Clarus Group, Inc. | 63,106 | $6,609,042 | 4.63% |
| Bromfield Sneider Wealth Advisors | 71,000 | $7,435,805 | 4.60% |
| Salomon & Ludwin, LLC | 503,947 | $52,795,847 | 4.54% |