ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 756 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $813 | -9.0% | 7,775 | -8.9% | 0.58% | -10.6% |
| Q1 2024 | $893 | -16.6% | 8,531 | -16.0% | 0.64% | -24.1% |
| Q4 2023 | $1,071 | +50.0% | 10,155 | +46.4% | 0.85% | +35.2% |
| Q3 2023 | $714 | -12.3% | 6,938 | -11.3% | 0.63% | -13.7% |
| Q2 2023 | $814 | -0.1% | 7,820 | +0.4% | 0.73% | -1.6% |
| Q1 2023 | $815 | -99.9% | 7,788 | +10.0% | 0.74% | +5.0% |
| Q4 2022 | $741,808 | – | 7,078 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 485,752 | $50,873,000 | 10.47% |
| DGS Capital Management, LLC | 272,786 | $28,568,883 | 8.11% |
| Windham Capital Management, LLC | 84,825 | $8,883,772 | 6.99% |
| Life Planning Partners, Inc | 66,213 | $6,934,475 | 6.91% |
| WIT, LLC | 1,845 | $193,260,468 | 5.88% |
| BROWN WEALTH MANAGEMENT, LLC | 124,975 | $13,088,655 | 5.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 512,989 | $53,725,316 | 5.37% |
| Clarus Group, Inc. | 63,106 | $6,609,042 | 4.63% |
| Bromfield Sneider Wealth Advisors | 71,000 | $7,435,805 | 4.60% |
| Salomon & Ludwin, LLC | 503,947 | $52,795,847 | 4.54% |