Opal Wealth Advisors, 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
Opal Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,721
-17.7%
2,350
-16.7%
0.14%
-3.4%
Q2 2023$293,601
+1.8%
2,822
+2.4%
0.15%
-13.1%
Q1 2023$288,499
-67.6%
2,756
-67.7%
0.17%
-65.7%
Q4 2022$889,319
-45.0%
8,529
-43.4%
0.49%
-52.1%
Q4 2021$1,617,00015,0641.02%
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