Altus Wealth Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 596 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Altus Wealth Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,543,929
+543.3%
15,010
+572.8%
0.98%
+310.0%
Q3 2022$240,0000.0%2,2310.0%0.24%0.0%
Q2 2022$240,0000.0%2,2310.0%0.24%0.0%
Q3 2021$240,000
+15.4%
2,231
+15.7%
0.24%
+17.7%
Q2 2021$208,000
-7.6%
1,929
-7.4%
0.20%
-9.4%
Q1 2021$225,000
-43.9%
2,084
-43.9%
0.22%
-41.5%
Q4 2020$401,0003,7130.38%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders