Level Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 703 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$10,049
-37.2%
96
-36.8%
0.01%
-40.0%
Q4 2022$16,0000.0%152
+0.7%
0.01%
-16.7%
Q3 2022$16,0000.0%151
-3.2%
0.01%0.0%
Q2 2022$16,000
-5.9%
156
-1.3%
0.01%
-7.7%
Q1 2022$17,0000.0%1580.0%0.01%0.0%
Q4 2021$17,0001580.01%
Other shareholders
ISHARES TR shareholders Q3 2022
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