Opal Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 611 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q1 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 333,180$36,020,0007.74%
AUA CAPITAL MANAGEMENT, LLC 77,724$8,403,0006.00%
One Capital Management, LLC 407,156$44,018,0005.29%
Windsor Wealth Management, Inc. 187,527$20,274,0005.16%
Relaxing Retirement Coach 36,761$3,974,0004.34%
Meridian Wealth Partners, LLC 97,086$10,496,0004.34%
Ellevest, Inc. 260,313$28,142,0004.12%
DERBY & COMPANY, INC 148,837$16,091,0004.02%
1900 WEALTH MANAGEMENT LLC 308,306$33,331,0003.89%
TD Capital Management LLC 204,240$22,080,0003.05%
View complete list of ISHARES TR shareholders