ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 728 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,150,216 | +913.8% | 20,897 | +928.4% | 0.11% | +872.7% |
| Q1 2023 | $212,094 | -48.4% | 2,032 | -48.5% | 0.01% | -42.1% |
| Q4 2022 | $411,012 | +53.9% | 3,942 | +51.5% | 0.02% | +18.8% |
| Q3 2022 | $267,000 | +21.4% | 2,602 | +23.7% | 0.02% | +23.1% |
| Q2 2022 | $220,000 | +9.5% | 2,103 | +9.5% | 0.01% | +85.7% |
| Q1 2022 | $201,000 | -15.9% | 1,920 | -13.6% | 0.01% | -22.2% |
| Q4 2021 | $239,000 | – | 2,223 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 503,728 | $51,813,000 | 14.16% |
| Windham Capital Management, LLC | 262,724 | $27,023,768 | 10.87% |
| Horiko Capital Management LLC | 193,786 | $19,932,828 | 10.47% |
| WIT, LLC | 2,232 | $229,587,532 | 6.65% |
| ANGELES WEALTH MANAGEMENT, LLC | 417,638 | $42,958,245 | 6.07% |
| Raub Brock Capital Management LP | 291,345 | $29,967,747 | 5.96% |
| Bromfield Sneider Wealth Advisors | 66,437 | $6,833,674 | 5.15% |
| AUA CAPITAL MANAGEMENT, LLC | 64,702 | $6,655,248 | 4.81% |
| Salomon & Ludwin, LLC | 445,987 | $45,874,169 | 4.79% |
| Slow Capital, Inc. | 230,091 | $23,667,151 | 4.34% |